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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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...
Personal Will
A will indicates how the will’s maker (testator) wants his or her probate...
Tax Implications for Divorcing Business Owners
Divorce can bring many changes to a Net Worth statement, as assets are...
Medicare Parts
Medicare is a federal health insurance program in the United States that...
Tax Strategies to Minimize Income Tax
With year-end planning comes tax planning, and there are many tax...
Required Minimum Distributions (RMD)
General Information The IRS requires you to take money out of most types...
Roth IRA Conversion
General Information A Roth IRA conversion is a financial strategy that...
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.