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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Employer Group Portable Life Insurance
Employer group portable life insurance is a type of life insurance...
Term Insurance vs Whole Life Insurance
Term Life Insurance and Whole Life Insurance are two distinct types of...
IRA and Roth IRA – Education Penalty
Even if you are under age 59 ½, if you paid expenses for higher education...
Income Tax Withholding
If employed, your employer withholds income tax from your paycheck and...
Capital Gain Distribution
Capital Gains Unrealized The term ‘unrealized’ describes the...
Estimated Tax Payments FAQs
Who Must Pay Estimated Tax? Individuals who are unable to withhold income...
IRA to HSA Rollover
Transferring money from an Individual Retirement Account (IRA) to a...
Behavioral Investing Post-Retirement
Avoiding behavioral investing post-retirement requires self-awareness,...
Tax Filing Requirements for Children
Have you been wondering, “Do I need to file taxes? Is there a minimum...
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.