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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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...
Gift Tax on Property Settlements During Divorce
Generally, a transfer to a spouse who is a citizen of the United States...
Paying for Education Expenses with Bonds
Did you know I bonds, and EE bonds are used to help fund college? Visit...
Edvest FAQs
Do you have questions regarding your 529 Plan? Visit Edvest’s FAQ page...
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.