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
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
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.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.