Posts Tagged ‘2025’
A Year in Review: Economic Updates from 2025
A Year in Review: Economic Updates from 2025 Written By: Nick Ziarek, CFA, CFP® As we close the year, financial markets reflect a period of adjustment, resilience, and renewed confidence in…
Read More2025 Mid-Year Market Update Webinar
2025 Mid-Year Market Update Webinar Thursday, July 24 | 1:00-2:00pm Join us to learn more about the mid-year market conditions for 2025. Review historic trends in addition to our Shakespeare…
Read MoreTip of the Month | January 2025
Tip of the Month | January 2025 2025 401(k) Plan Contribution Limits Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® The beginning of the year is a great time to review…
Read MoreShakespeare Volunteer Day: Hunger Task Force 2025
Shakespeare Volunteer Day: Hunger Task Force 2025 Tuesday, May 13 | 1:00-4:00pm 5000 W Electric Ave West Milwaukee, WI 53219 We will once again be packing meal kits for low…
Read MorePlanning for the Expiration of TCJA: For Business Owners
Planning for the Expiration of TCJA: For Business Owners Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® A significant portion of the Tax Cuts and Jobs Act of 2017 (TCJA)…
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