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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Cash Management and Financial Planning
What is the First Step in Financial Planning? Understand your current...
Standard Deduction vs Itemized Deduction
The video below explains the federal Standard and Itemized Deductions;...
Rules Impact Tax Filing in Year of Divorce
If you’re married, you may keep your income tax situation separate from...
Contributions To Make For The 2022 and 2023 Tax Years
You have until the tax filing deadline to contribute to many tax-deferred...
Tax Scams and Ways to Protect Yourself
With tax season comes an increase in crimes and/or scams relating to...
What Is 2nd To Die Life Insurance?
Mike Smith at CPS Horizon Financial shares some key information on what a...
IRS Announces Increased Gift and Estate Tax Exemption Amounts
Lifetime Estate and Gift Tax Exemption If one gifts an amount that is...
Revocable and Irrevocable Trusts
For more information on Revocable Living Trusts from @uwmadison, click...
Series I Savings Bonds
The interest rate on US Treasury Series I Savings Bonds are comprised of...
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.