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Your Company Offers a 401(k). Now What?

If you aren't participating in your company's 401(k) program, you could be missing out on an average of $1,300 annually. With free money on the table, understand your company's 401(k) investment options with our handy guide. Reach out to talk to your local Milwaukee Financial Advisor

2022 Contribution Limits

Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (I.R.S.) announced new contribution limits for 2022. A look at the new limits by a Milwaukee Financial Advisor

College Funding Choices

How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider from a Milwaukee Financial Advisor

The Dow 30 Index Must Go

In my career as a Financial Advisor in the Milwaukee, WI area I see a lot of misunderstanding about or just plain wrong understanding of the Dow 30 Index. In this post I want to discuss how it actually works, throw in a little history about it, and then discuss it's disconnect to the everyday investor.

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