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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Marriage changes everything, including your insurance needs.
To choose a plan, it’s important to ask yourself four key questions.
Understanding how capital gains are taxed may help you refine your investment strategies.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Do you have causes that you want to support with donations? Here are three tips.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here’s a crash course on saving for college.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Agent Jane Bond is on the case, cracking the code on bonds.