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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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
In light of a December 26, 2024 federal court order, reporting companies...
What is a Donor-Advised Fund and How Does It Work?
A donor-advised fund (DAF) is a philanthropic vehicle that allows...
Tax Diversification in Investing
Tax diversification in investing involves spreading your investments...
Fixed vs. Variable Expenses: Understanding the Difference
Managing personal finances effectively involves distinguishing between...
What Happens to Debt After a Person Passes Away?
When a person passes away, their financial obligations don’t simply...
How To Teach Kids About Money
How To Teach Preschoolers and Kindergartners about money Use a...
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.