Webinar

WFA’s Marilou Davido, CPA, CFP®, CDFA® hosted colleague Erik Kroll, an expert in planning for and managing student loans. Together, they discussed the fundamentals of student loans and answered audience questions. This webinar is geared towards parents with high school upperclassmen or children in college as well as college graduates that need help managing their loans in a world of ever-changing regulation.

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Do I need to file a tax return? Is my income from freelance work taxable?

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IRS IP PIN

Don’t forget to obtain your annual IRS IP PIN if you were previously given one. This must be given to your tax preparer before filing.

The IRS will NOT contact you via email or phone.

The IRS doesn’t initiate contact with taxpayers by email, text messages or social media channels to request personal or financial information. This includes requests for PIN numbers, passwords or similar access information for credit cards, banks, or other financial accounts.

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Our Suite of Financial Planning Services

Investment
Management

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Planning

Divorce
Planning

Insurance
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Retirement
Planning

Estate
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Our Commitment to You AS TRUSTED FINANCIAL PLANNERS

At WFA Asset Management Corporation, our Milwaukee-based, investment & retirement advisors are fiduciaries and committed to assisting you as you strive to achieve your financial goals. This responsibility is both a commitment and an honor. It defines who we are as a company.

Offering a small-town feel to the “millionaire next door”, our CPAs and CERTIFIED FINANCIAL PLANNERS™ use objective research when providing advice tailored to your investment and income tax situation as you navigate life-changing events like a new job, an expanding family, retirement, or receipt of an inheritance. By helping you navigate these life obstacles as well as standard market volatility so you can live a happy, comfortable life, you will also create a financial legacy for your loved ones.

Asset Management For You And The Generations To Come

Our team is always working diligently to ensure our clients receive the best possible advice for their individual situation, whether it’s diversifying a portfolio or helping younger generations manage inherited wealth. We maintain our commitment further through continuing education, both ours and yours through:

 

  • Regular communication that interprets changes in economic metrics/markets
  • Comprehensively analyzing regulatory matters so you can understand how new legislation affects your investments and financial goals
  • Enhanced service offerings that incorporate online tools to provide 24/7 access to portfolio activity
  • Consolidating account information so you can better understand both big picture and granular metrics

We will help you weather the storm

Market volatility is normal and should be expected. Let us explain how our philosophy on diversification and application of Modern Portfolio Theory can help your portfolio stay on course with your short-term plans and long-term goals.
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The Secure Act Changed Distribution Rules

On December 23, 2022, President Biden signed the SECURE 2.0 Act of 2022, which will restructure most Americans’ 401(k) plans and change retirement contributions and withdrawals.

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Financial Freedom is Possible

For nearly 40 years, WFA has helped clients get control of their financial situation and feel empowered to make sound decisions when confronted with life’s challenges. Learn from our knowledge and expertise as you continue your journey towards financial independence.

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