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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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...
Using a Reverse Mortgage to Pay for LTC
What is a Reverse Mortgage? A reverse mortgage is a loan borrowed from...
Understanding I Bonds, EE Bonds, Treasury Bonds and More
For individuals that purchased Savings Bonds, like EE Bonds or I Bonds,...
How Should You Pay for Long-Term Care?
By Mike Smith Traditional Long-Term Care Insurance Think of this...
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.