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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What is a Charitable Remainder Trust
Charitable remainder trusts are irrevocable trusts that let you donate...
Gifting Cash or Stock Shares
For information on gifting appreciated stock to charity, click here....
Donating Appreciated Stock
For information on gifting appreciated stock to an individual, click...
Components of an Estate Plan
An estate plan is a collection of documents that specify how you want...
Federal Itemized Deductions
The federal Itemized Deduction is the total of four main categories of...
Coverdell Education Savings Accounts (ESA) and Qualified Tuition Programs (QTPs or 529)
Coverdell Education Savings Account A Coverdell Education Savings Account...
Education Tax Benefits
Education Related Federal and Wisconsin Tax Deductions and Credits ...
How to Check Your Refund and Pay a Liability: Video
You can check the status of your 2022 federal and Wisconsin income tax...
How Long Should You Keep Tax Records?
You should keep your tax documents at least until the Statute of...
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.