Financial

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 [...]

By | 2018-05-17T22:35:35+00:00 May 17th, 2018|Blog, Equities, Financial, Governments, Taxes|0 Comments

[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 [...]

By | 2018-05-04T20:31:13+00:00 May 4th, 2018|Blog, Equities, Financial, International, Security, Stocks|0 Comments

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 [...]

By | 2018-05-02T20:32:12+00:00 May 2nd, 2018|Blog, Equities, Financial, Governments, Taxes|0 Comments

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 [...]

By | 2018-04-05T14:39:48+00:00 April 4th, 2018|Blog, Equities, Financial, Governments, Security, Stocks|0 Comments

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 [...]

By | 2018-04-05T14:45:38+00:00 December 28th, 2017|Blog, Financial, Governments, Taxes|0 Comments

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 [...]

By | 2017-12-22T20:55:21+00:00 December 22nd, 2017|Blog, Financial, Governments, Taxes|0 Comments

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 [...]

By | 2017-12-22T15:51:38+00:00 December 20th, 2017|Blog, Financial, Governments, Taxes|0 Comments

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 [...]

By | 2017-12-20T16:56:44+00:00 December 18th, 2017|Blog, Financial, Governments, Taxes|0 Comments

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 [...]

By | 2017-10-27T19:16:13+00:00 October 27th, 2017|Blog, Credit, Financial, Security|0 Comments

How To Freeze Your Credit From Hackers

What's A Credit Freeze And Why Would I Consider It? Dear Friend, The gross negligence and data breach by Equifax affecting 143,000,000 Americans has created a lot of emotional and financial turmoil. We are constantly asked a number of questions in the aftermath of the Equifax data breach event. Here are a few examples: "What should [...]

By | 2017-10-04T19:56:23+00:00 October 4th, 2017|Financial|0 Comments