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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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...
Scholarship and Fellowship Grants
A scholarship is an amount paid or allowed to a student to further their...
Different Loan Types
Most students have two main options for student loans: federal...
Employer Programs – Tuition Reimbursement Fringe Benefit
What is Tuition Reimbursement? Tuition reimbursement is a fringe benefit...
Medicaid Eligibility
Determining eligibility for Medicaid can be confusing. You may even...
Benefit Payments
You should review how the policy pays benefits as policies pay benefits...
Cash-out Refinancing to pay for LTC
What is cash-out refinancing? Cash-out refinancing replaces your current...
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.