Financial Planning Resources
WFA wants to ensure that our clients are fully informed and educated on relevant information regarding things such as law changes and market conditions. Be sure to take advantage of our financial planning resources!
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What You Should Know About Digital Assets
What Are Digital Assets? Digital assets are any items that exist...
How to Qualify for the IRS Home Office Deduction
The IRS "home office deduction" is a tax break available to individuals...
When should I pay my Real Estate Taxes?
The tax year in which you should pay your real estate taxes depends on...
What is Cybersecurity?
Cybersecurity is the practice of protecting critical systems and...
Things You Shouldn’t Waste Your Money On
In today's world, it’s easy to overspend on things that don't add lasting...
Automatic Savings: A Simple Way to Build Financial Security
Saving money can often feel like a daunting task, especially when there...
National Association of Realtors Lawsuit
In November 2024, the courts approved the settlement of a class action...
Business Ownership Information
With the February 18, 2025, decision by the U.S. District Court for the...
What is a Donor-Advised Fund and How Does It Work?
A donor-advised fund (DAF) is a philanthropic vehicle that allows...
Providing Financial expertise to Southeastern Wisconsin and Beyond
Situated in Whitefish Bay, just north of downtown Milwaukee, we service clients throughout the country and locally in Southeastern Wisconsin.
Navigating the Financial World
Our team helps you navigate the complexities of the financial world so you can make decisions with confidence. Learn from our knowledge and expertise as you continue your journey towards financial independence.
Learn more by scheduling a free consultation.