Blogs

What Should You Do with a 1099-K from Venmo?

What Should You Do with a 1099-K from Venmo? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Electronic transfers of funds using apps has become a quick, convenient way to…

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Retirement Health Insurance Options Prior to Medicare

Retirement Health Insurance Options Prior to Medicare Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® One of the biggest concerns for retirees is health insurance, especially if they plan to retire…

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30 Years as a Client: Part 2

30 Years as a Client: Part 2 Written By: Kevin Reardon, CFP® Picking up from Part 1 of this blog series, Curt and Cheri are now in their 40’s and had…

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Key Provisions in the SECURE Act 2.0 (2022)

Key Provisions in the SECURE Act 2.0 (2022) Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® After more than a year of anticipation, Congress passed the SECURE Act 2.0 of…

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A Year In Review: Economic Updates

A Year in Review: Economic Updates from 2022 Written By: Nick Ziarek, CFP®, CFA As 2022 comes to a close, we look back on what was a rocky year by…

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30 Years as a Client: Part 1

30 Years as a Client: Part 1 Written By: Kevin Reardon, CFP® A Glimpse into Kevin’s First Client… It was 1992 and I had just started my first job as…

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Year-End Planning Reminders

Year-End Planning Reminders Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As we approach the end of the year, now can be a good time to make some last-minute…

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Milwaukee Housing Success Story

Milwaukee Housing: Habitat for Humanity Written By: Andy Heuer, Development Director – Habitat for Humanity Milwaukee Habitat is addressing one of the most pressing issues in our community – access to…

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Pewaukee, WI 53072-5260