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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Avoiding Tax Mistakes in the Year of Divorce
Divorce lawyers are not accountants. Therefore, you should always review...
Marketplace Insurance Reconciliation Video
Did you receive health insurance through the Marketplace? If you received...
Student Loan Deferment
What is student loan deferment? With deferment, you can temporarily stop...
Compound Interest Calculator
“Compound interest is man’s greatest invention.” - Albert Einstein ...
Amortization Schedule for Loan Payments
Amortization refers to the process of paying off debt over time in...
SECURE Act 2.0
Biden Signs Massive Budget Bill That Includes SECURE 2.0 Act For...
Spend down your FSA funds before year-end
As the end of the calendar and plan year looms, it’s crucial to consider...
How Does Bunching Work?
You bunch as many tax-deductible expenses as possible into a single tax...
Tips for Tailoring Your Benefits Package
Benefits can vary tremendously from industry to industry and company to...
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.