View from the Lake
Where Financial Planning meets the Real World
Establishing Residency for State Tax Purposes
This article is the first of a two-part series. Part 1 focuses on how to establish residency for state tax purposes. Part 2 focuses on the tax impact of changing state residency. We are commonly asked questions surrounding how to establish tax residency in a new state. Whether buying a new primary home, purchasing a […] Read More
Guest Blog – Home Care Assistance v. Assisted Living: Which is Better?
Home Care Assistance v. Assisted Living: Which is Better? This conversation occurs on the regular with clients and Elder Care Advocates on the Vesta Senior Network team. Who can blame her for not wanting to leave the home that she has lived in for 40, 50 or even more years? Honestly, I remember when my […] Read More
Year-End Charitable Giving Reminders
2020 has been a unique year in many aspects. COVID-19 has created many problems, including delays in processing certain transactions. As we approach year-end and you think about any final charitable donations you want to make for this tax year, it’s important to have a plan in place for making a timely donation. Be sure that you make those donations early enough so that […] Read More
Wisconsin Announces Phase 2 of the “We’re All In” Initiative to Help Small Businesses
Earlier this year, the state of Wisconsin announced $75 million in assistance for small businesses as part of the Wisconsin Economic Development Corporation’s (WEDC) “We’re All In” initiative. Because of its popularity, coupled with the fact that Wisconsin businesses continue to struggle through the pandemic, Wisconsin has made an additional $50 million available to businesses […] Read More
FAFSA for 2021-2022 Academic Year opened 10/01/2020
The FAFSA (Free Application for Federal Student Aid) for the 2021-2022 year opened October 1, 2020. The FAFSA is a prerequisite for federal student loans, grants, and work-study. In addition, colleges typically require the FAFSA before distributing their own need-based aid and, in some cases, merit-based aid. Students must submit the FAFSA every year to […] Read More
Managing financial risk in your personal life
Click to see full article: The Bottom Line | 2020 Edition | Brian J. Ellenbecker, CFP, EA, CPWA, CIMA, CLTC
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Financial Planning Considerations after Job Loss
How to limit the negative financial impact of losing your job By Brian Ellenbecker It’s normal to feel lost, overwhelmed, scared or uncertain at the prospect of losing your job. The coronavirus pandemic has made job loss a reality for a significant number of people. It’s possible that the economic impact could be felt for […] Read More
Time to Review Your Personal Insurance Program?
Time to Review Your Personal Insurance Program? An Interview with Brandy Enger,Director of Personal Lines at Vizance VIZANCE is a privately-held independent insurance agency offering a broad portfolio of insurance and risk management solutions for individuals and businesses. Since their founding in 1978, they have seen significant growth, particularly in the personal insurance space. […] Read More
