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

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

Are you Getting a Rebate? Where will it be Sent?

Are you getting a rebate and where will it be sent?   Now that Congress and the President have authorized the payment of Tax Credit Rebates to many taxpayers, the questions we have been hearing the most are:  Am I eligible and where will the payment be sent? Fortunately, the IRS and the Treasury Department…

Read More