Overview of the Wisconsin Retirement System (WRS) Pension

Written By: Ryan Rink CFP®, ChFC®, CLTC® The Wisconsin Retirement System (WRS) pension is one of the top funded and managed public pension plans in the United States. We often find that many clients with a WRS pension know they have a pension benefit, but don’t quite understand how it works. Below are answers to some…

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Managing Retirement Income Sources

By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Managing your incomes sources in retirement may seem like a simple task but can get complicated quickly when trying to minimize taxes and maximize growth—not only for you, but also your potential heirs.  Having a strategy for managing your various sources of income is critical to optimizing your wealth…

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Financial Planning Considerations after Job Loss

Dealing With 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…

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