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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Considerations for Renting Residential Property
The internet has made connecting renters and property owners much easier....
Stock Market Indices
When you read about the S&P 500, Nasdaq, Dow Jones, do you wonder...
3 Options to Accessing Equity in Your Home
Homeowners have used equity in their home as a cash source to fund other...
Rolling 529 Funds into a Roth IRA
The fear of having money trapped in a 529 plan has been on the minds of...
Social Security Income Benefits
For many individuals over the age of 62, Social Security Income (SSI)...
Unlocking Financial Growth: The Power of Compound Interest
“Compound interest is man’s greatest invention.” – Albert Einstein ...
Using a Special Needs Trust in Estate Planning
Trusts come in many different forms and serve many different...
Insurance Considerations For Divorcing Couples
Divorce can be a stressful and traumatic time in anyone’s life. Dealing...
Home Sale Gain Exclusion for Taxpayers
Taxpayers who sell their home may qualify to exclude all or part of any...
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.