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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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...
Small Business Tax Tips
We've discussed some tips for Individual Tax Returns. Now, we're...
What Is A HELOC and Is It Right For You?
Home Equity Line or Cash Out Refinance? The HELOC (home equity line of...
What is Kiddie Tax?
This is a federal income tax concept. Generally, taxable unearned income...
What is Tax-Gain Harvesting?
Harvesting capital gains can be an important financial strategy during...
What is Tax-Loss Harvesting?
Harvesting capital losses can be an important financial strategy during...
Qualified Charitable Distribution (QCD)
A Qualified Charitable Distribution (QCD) is a tax-free direct transfer...
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.