View from the Lake
Where Financial Planning meets the Real World
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
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
Defer Payroll Taxes Beginning September 1, 2020
Executive Order Issued Deferring Payroll Taxes Beginning September 1, 2020 By Brian Ellenbecker On August 8, 2020, President Trump issued four Executive Orders designed to provide relief to individuals experiencing hardships due to the COVID-19 pandemic. The Executive Order that is likely to impact the largest number of people is the deferral of payroll taxes, […] Read More
Saving for a Long-Term Goal (other than retirement)
Having a secure retirement is a long-term goal that all of us have. We put money away consistently into a 401k or 403b with a plan to have a secure future when we are done working. But what about other long-term goals? Do you want to pay for a child’s or grandchild’s education? Do you […] Read More
Large Cap Growth – Beware!
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Wisconsin’s “We’re All In” Initiative to Help Small Businesses
Wisconsin’s “We’re All In” Initiative to Help Small Businesses On May 18, 2020, 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. The initiative is a comprehensive effort to help Wisconsin’s small businesses get back on their feet by […] Read More
