QCDs and Tax-Efficient Giving for Wisconsin Retirees
Supporting causes you care about is rewarding. What can make it feel even better, though, is accomplishing this while also considering your long-term retirement goals. For many Wisconsin retirees, charitable giving isn’t only about generosity, […]
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What to Do After a Parent Dies: Legal, Financial, and Emotional Next Steps
When a parent dies, you’re faced with two very different realities at once: deep personal grief and a long list of tasks that can’t wait. It’s hard to focus, let alone make important decisions. Things […]
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Emotional Stages of Retirement: What They Don’t Tell You About Life After Work
Retirement changes your calendar, but it can also change your identity. After years of routines, responsibilities, and a sense of purpose tied to your work, stepping away from it all can feel more disorienting than […]
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Bridge Accounts For Early Retirement: Funding Strategies Before Age 59 ½
Many dream of retiring before their 60s, but making it work takes more than aggressive savings. The gap between when you leave your career and when you can tap traditional retirement accounts without penalties can […]
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Life Insurance in Retirement: When It’s Useful—and When It’s Not
When thinking through retirement planning, most people rightly focus on savings, investments, and sustainable income. But what about life insurance? For some, especially those with people who depend on their income, term life insurance can […]
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How to Enjoy Life After Retirement
Retirement isn’t the end of the road—it’s a shift in pace, a new rhythm, and often a long-awaited chance to reshape your days around what matters most. With more freedom in your schedule and fewer […]
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Capital Gains Tax in Wisconsin: Everything You Need to Know
Grasping the concept of capital gains tax is important for Wisconsin residents, especially those who invest or run businesses. Knowing how these taxes work can significantly affect your financial outlook, helping you take measures to […]
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How to Prepare for Retirement: A Comprehensive 101 Guide
Retirement is an idea that can spark excitement, optimism, and a lot of uncertainty. You spend decades working hard, and then, one day, you’re free to shape your days in whatever way you wish. Still, […]
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Are Roth Conversions Going Away? Ideal Timing Insights (2025)
In the world of retirement planning, Roth IRA conversions are a standout strategy with huge potential tax savings! But here’s the thing: changes in legislation may be around the corner, potentially putting these opportunities at […]
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