Welcome
Welcome there is an abundance of resources for you to explore here. We created this site for our clients, friends and associates and of course people looking for a good team to help with their overall wealth management. We welcome you to use the information and apply the information as a valuable and up-to-date resource. Come back often and visit as there will always be something new for you to explore. Enjoy your visit and contact us since there are usually many questions in how to apply what you find to your life and future financial security (262) 782-5900 Ext. 102 or via e-mail at Kenneth.Wolfe@RaymondJames.com.
Helpful Content
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
9 Facts About Social Security
There are things about Social Security that might surprise you.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
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Saving for College 101
Here's a crash course on saving for college.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.