by Marilou Davido | Oct 22, 2023 | Resources
General Information A Roth IRA conversion is a financial strategy that allows individuals to transfer funds from a Traditional IRA or other qualified retirement account into a Roth IRA. There is no limit on the amount you can convert per year or lifetime, but, if...
by Marilou Davido | Oct 21, 2023 | Resources
Federal And Wisconsin Tax Deductions and Credits for Parents What federal and Wisconsin deductions and credits can I claim for a dependent? Here are some of the most common federal and Wisconsin tax deductions and credits for dependent children. Federal Credit...
by Marilou Davido | Oct 18, 2023 | Resources
Determining if you have enough life insurance and disability coverage is crucial to ensure financial security for you and your loved ones in case of unexpected events. Here’s a step-by-step guide to help you assess your coverage needs: For Life Insurance:...
by Marilou Davido | Oct 12, 2023 | Resources
The Key Differences between Short-term and Long-term Disability Insurance Short-term and long-term disability insurance are two types of coverage that provide financial protection in the event of an individual’s inability to work due to a disability or...
by Marilou Davido | Oct 12, 2023 | Team Member
Mike joined WFA in 2023 as a Wealth Adviser. Since graduating from the University of Wisconsin-Stevens Point in 2006 with a Bachelor of Arts in Social Sciences, he has earned his Series 65 Securities license and CFP® designation. He has 12 years of experience in...
