Wealth Management Planning
Financial Planning Blog

Making the Most of Your 401(k) Plan

Choosing the Best Options as Part of Your Overall Retirement Plan Your 401(k) plan may be one of your largest assets, so how you manage it is critical to the success of your overall retirement plan. Rather than considering your 401(k) in isolation, think about is as part of your whole retirement [...]

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Options for Your Retirement Plan If Your Employer is Acquired

Merger and acquisition activity has increased dramatically in the last few years and there have been a number of high profile examples in Milwaukee, such as the sale of American Appraisal and M&I Bank or the changes occurring at Journal Communications and Extendicare. The headlines often focus o[...]

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Choose Your Path to a Comfortable Retirement

Hint: Saving is Not Optional Whether you are in your 20s or your 50s, there are things you can do to help ensure your retirement nest egg will be sufficient to maintain the lifestyle you have when you exit the world of work. And, the earlier you start planning and saving, the easier it will be fo[...]

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Home for the Holidays

My mom spent the better part of 20 years – maybe even more – trying to convince my dad to get their estate plan in order. She wasn’t sure why my dad was so hesitant, but she speculated that he was uncomfortable contemplating his own demise and thought that somehow finalizing an estate plan mig[...]

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2015 Tax Updates

This probably isn’t the most exciting article you will read today – unless you are enamored with taxes – but at least it is short! A new year will be here before we know it and with that in mind the IRS has released its tax updates for 2015. Unlike recent years, no major tax legislation has pa[...]

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Cyber Security — Are You Secure?

October is National Cyber Security Awareness Month and the timing is probably perfect given recent highly publicized security breaches with Home Depot, JP Morgan Chase, the iCloud and just last week the social media site Snapchat. IT departments worldwide work around the clock to protect their firm[...]

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So You Got Married

After 19 months of planning, my wedding day finally arrived a few weeks ago. It was a beautiful Milwaukee summer day and it could not have gone more perfectly. We spent the following week honeymooning in the Caribbean and I thought we would return home and resume “normal life.” Boy was I wrong. [...]

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What’s in a Credential?

Currently, there are more than 75 million baby boomers living in the United States. To put that number into perspective, over 10,000 boomers will reach age 65 every day for almost 20 years. Studies show that the average boomer is predicted to retire with between $500,000 and $1 million in investable[...]

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How Much is a Proper Beneficiary Designation Worth?

Establishing an estate plan can be a difficult undertaking for a number of reasons. It can be costly, the concepts are confusing, and perhaps most difficult of all, it requires us to contemplate our own demise. Even in a complex estate plan one of the easiest yet often overlooked items is the naming[...]

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Risky Business

I am getting married later this year, but most of my friends are further along than I am. Many of them are raising young children and seem to share the same singular focus – finding a way to get a full night’s sleep. As you can probably imagine, retirement is far from top of mind in my circle. B[...]

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