Blog 2018-04-04T11:28:12+00:00

Here’s How To Sign Up For The Wisconsin Child Tax Rebate

Dear Friend: Right now and until July 2, parents will be able to sign up online (or via phone) for a one-time $100 - per child tax rebate under legislation signed by Wisconsin Gov. Walker. Parents will have from May 15, 2018 to Jul 2, 2018 to sign up for the tax rebate. Parents can sign up on childtaxrebate.wi.gov or call 608-266-5437 between May 15 - July 2, [...]

[VIDEO] Is Your Retirement Vehicle Adaptiv?

Dear Friend: A little over 2 weeks ago, we had a great time enjoying good food and company while talking markets with over 100 clients and guests.We appreciated all those who could make it (even with the snow!) and for the tremendous feedback. For many, their schedule doesn't always allow them to attend these free education events. So, we recorded it [...]

Sign Up For Wisconsin Child Tax Rebate [$100.00 per child] on May 15, 2018

Dear Friend: Later this month on May 15th, parents will be able to sign up online (or via phone) for a one-time $100 - per child tax rebate under legislation signed by Wisconsin Gov. Walker. Parents will have from May 15, 2018 to Jul 2, 2018 to sign up for the tax rebate. Parents can sign up on childtaxrebate.wi.gov or call 608-266-5437 starting May [...]

U.S. Securities And Exchange Commission Warns Of Government Impersonators

Dear Friend: The U.S. Securities And Exchange Commission (SEC) has issued an Investor Alert regarding fraudsters who are impersonating SEC employees and contacting investors to purchase stock, confirm trades, send money, or reveal sensitive information.  This alert informs investors that the SEC does not contact investors to confirm trades, set up accounts, or record trade details, and reminds investors not to send money or provide [...]

Your Tax Plan Is Personal, Not One Size Fits All, Here’s Why

Dear Friend: In light of the tax reform being passed, both the financial and mass media have been circulating the idea that everyone should run out and pay their property taxes before the end of 2017. This has led to a large amount of anxiety across America. Because of this potential misinformation, we’ve received a lot of questions concerning payment [...]

Merry Christmas

Dear Friend, Every year seems to fly by so fast. Every Christmas season always seems to get busier. Even with all the hustle and bustle, we wanted to pause and take a moment to reflect on why there's even a Christmas and why we celebrate it. It's the perfect time to celebrate God's love. It's an amazing gift. He gave [...]

TAX REFORM TO NEW TAX CODE

Dear Friend, It's official. Previously, we've been keeping you up to date on the latest on tax reform. In our previous communication we highlighted the most notable changes for the "Tax Cuts And Jobs Act."  And now, it's been signed into law by the President. You can read it for yourself. There's lots of opinions about it. Regardless of all the [...]

TAX REFORM: CBS 58 Stopped By Our Office

Dear Friend, We've been keeping you up to date on the latest on tax reform. In our previous communication we highlighted the most notable changes for the "Tax Cuts And Jobs Act."  CBS 58 (the Milwaukee, WI CBS affiliate) wanted to know more as well. They stopped by the office earlier and had a nice chat with our very own Justin [...]

TAX REFORM: Tax Cuts And Jobs Act

Dear Friend, This is another communication to keep you informed (during your last minute Christmas shopping) on the latest tax reform proposal, "Tax Cuts And Jobs Act." Here are the highlights: Expiration: The tax law will begin effect on Jan 1, 2018 and expire at the end of 2025. At that time, the law will go back to the way it is now. [...]

Equifax Data Breach: Helpful Resources From The Federal Trade Commission

Dear Friend, This is a quick post to followup the Equifax data breach which affected 143,000,000 Americans. I wanted to make you aware of two very helpful resources you should bookmark on your web browser. They are both from the Federal Trade Commission. The Federal Trade Commission does a very nice job with quality content and organization of the content related [...]