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September Effect, Click-Bait, Women entering retirement, 7-figure retirement, First-time homebuyers, Backdoor Roth's Legislation, Upcoming Webinar - Creating a College Savings Plan

For those who have a kid headed off to college, have you gone over the "what if" scenarios with them? In case of emergency, you and your college student will want to have this paperwork filled out ahead.

Building multiple sources of income should be a key component of your retirement savings strategy. For eligible high-earners, an IPP may be a valuable option.

I am quite passionate about this topic as it starts to get to the root of my overall investment philosophy as a Financial Planner in Milwaukee, WI.  When you go about building an investment portfolio there are basically two conflicting concepts of how to do that  “indexing vs active management” and I'm here to say that S&P 500 index funds are NOT diversified like most people think because of how the index is actually calculated. 

Whether you need more than one life insurance policy will depend on your personal and financial situation. In this article, we explore some of the reasons one might purchase additional policies.

The stock market cycles through periods of favoring value investments over growth investments and vice versa. Here's the key difference between the two, and what may be an ideal option for your portfolio.