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!
Follow us on LinkedIn for more information and updates!
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...
Tax Status Options & Definitions
Your tax filing status dictates your tax brackets, standard deduction...
Filing Requirements For Senior Citizens
Have you been wondering, “Do I need to file taxes? Is there a minimum...
Dependency Criteria
5 Steps to Figuring Out Who Qualifies as Your Dependent Step 1: Do...
Rule 72(t)
Retiring before 59 ½ often comes with early withdrawal penalties for...
How to Freeze Your Credit
A credit freeze protects you by blocking access to your credit reports...
Irrevocable Life Insurance Trust
Provided by Mike Smith, and WFA’s friends at CPS Horizon. Thanks...
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.