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  • Should You Renovate or Move?

    If you're considering whether to renovate or move, it's crucial to understand the key considerations. Assessing these factors carefully will help you determine which option best enhances your living situation and financial health.

  • College Savings Strategy: A Dad/Portfolio Manager’s Perspective on Giving, Debt, and Financial Wisdom

    As parents prep for back to school, Eric Bernal writes about how he—as a portfolio manager and father—made sure that his kids were prepared financially for college and beyond. Through custodial accounts, 529s and more, Eric shares tips for how to save for college and other expenses.

  • Successful Succession Part I of VI: How To Maximize The Impact Of Business Transition

    This is the first part of a six-part series focused on successful succession strategy. This series will focus on a business-owning couple: William, 63 and Susan, 60 and their three children: Nancy, 28; John, 25 and Amanda, 20. While this family is fictional, it represents clients and issues I have worked with extensively over the course of the last two decades.

  • 8 Holiday Shopping Safety Tips to Help You Avoid Scams

    Avoid scams by following these shopping safety tips for the holidays.

  • 7 Easy Ways You Can Support Wisconsin Small Businesses

    Want to make a difference in your community? Learn how to best support small businesses any time of year.

  • Living Up to Lofty Expectations

    Living up to lofty expectations isn’t easy—be it in sports with recent Packers’ losses or in investing with AI’s promise of progress bolstering the markets. In this week’s Wealth Insights, Brian Schaefer shares what’s going right, what could go wrong and how to prepare.

  • How to Manage Your Debt

    Learning how to manage debt puts you in control of your finances and allows you more financial freedom – from saving for family vacations to investing in retirement. Here's how to best manage and pay off your debt.

  • Social Security Optimization

    In the latest Retirement Readiness Educational Series, Samantha Kolb and Samantha Guthrie discuss Social Security optimization — covering benefit basics, timing strategies and key considerations like spousal benefits and Medicare to help individuals approaching retirement make informed decisions.

  • Foundations of a Financial Plan

    Designed for individuals approaching retirement age, this session explores the six key components of a comprehensive financial plan and outlines the planning process most financial professionals follow

  • Lifetime Gifting Strategy Part II: The Heart of Gifting

    In the second of a two-part series, Joe Maier, JD dives into the “heart” side of giving. Remembering to ask yourself questions that focus on the “why,” “who,” and “when” of giving can help you to make the most impact with your gift.

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