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
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
U.S. Personal Savings Rate
What can be learned from the savings rate?
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.