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.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
This calculator shows how inflation over the years has impacted purchasing power.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
In the face of divorce, making changes to insurance coverage may be overlooked.
It's important to make sure your retirement strategy anticipates health-care expenses.
Five overlooked tax deductions to help manage your tax bill.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Check out this video to begin separating fact from fiction.
The decision whether to buy or rent a home may have long-term implications.
$1 million in a diversified portfolio could help finance part of your retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
An amusing and whimsical look at behavioral finance best practices for investors.
Here’s a crash course on saving for college.