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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Marketplace Insurance Reconciliation Video
Did you receive health insurance through the Marketplace? If you received...
Student Loan Deferment
What is student loan deferment? With deferment, you can temporarily stop...
What is Amortization and why is it important?
Amortization on loans is a financial concept that involves the systematic...
SECURE Act 2.0
Biden Signs Massive Budget Bill That Includes SECURE 2.0 Act For...
Spend down your FSA funds before year-end
As the end of the calendar and plan year looms, it’s crucial to consider...
Tips for Tailoring Your Benefits Package
Benefits can vary tremendously from industry to industry and company to...
How Does a Defined Benefit Plan Work?
Defined benefit plans offer guaranteed salary-like payments and were...
High-Deductible Health Plan (HDHP)
A high deductible plan (HDHP) can be combined with a health savings...
What are Employee Benefits?
Employee benefits are any benefits provided to employees in addition to...
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.