Welcome! We think the world of finance should be easy to understand and apply to your life. Browse around; we have topics from investing, good money mindset, how to's and checklists to wealth management, retirement readiness and travel tips! If you have a topic you'd like to read about, let us know!
Happy learning,
David & Gina
Friday, March 8, 2024
Selecting a retirement account for your small business is a key decision that impacts both you and your employees. See some options below to help you understand the pros and cons of your different choices.
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Tuesday, February 6, 2024
Donor-advised funds, or DAFs, allow families and individuals to make tax-advantaged donations to charitable organizations. Similar to other investment accounts, a DAF allows donors to contribute assets to be donated to charitable...
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Wednesday, January 10, 2024
Engaging in impact investing or a philanthropic venture both reflect a commitment to values. Each may shape the future but how do they differ? Find out below...
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Monday, December 18, 2023
Every year, retirees flock to warmer or colder climates as they seek balmy weather and seasonal entertainment. If you're in Wisconsin like me, you'll see Florida license plates almost as much as Wisconsin ones! There's even a colorful...
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Friday, December 8, 2023
The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. Overall, more than 60 provisions have changed. Here are a few of the...
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