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Category: Financial Planning

Understanding Estate Planning In Wisconsin
Understanding Estate Planning In Wisconsin
Sheena Hanson, 4 Jun 2024
When you think about the future, you’re likely concerned about protecting what you’ve worked for and making sure your loved ones are safe. The right estate plan helps you do both. However, in Wisconsin, this […]
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Your Final Gift: A Checklist for End-of-Life Planning
Your Final Gift: A Checklist for End-of-Life Planning
Sheena Hanson, 9 May 2024
Peace of mind is a final gift you can give your loved ones—affording them the knowledge of your end-of-life wishes. Creating a plan for your loved ones when you die is an essential part of […]
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Loss of Spouse Checklist: 10 Things to Do After Your Spouse Dies
Loss of Spouse Checklist: 10 Things to Do After Your Spouse Dies
Sheena Hanson, 29 Apr 2024
Losing a spouse may be one of life’s most difficult and painful events. As many widows will tell you, there is no way to be truly prepared for it. The decisions you have to make […]
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A Financial Wellness Check: Preparing for a Prosperous New Year
A Financial Wellness Check: Preparing for a Prosperous New Year
Sheena Hanson, 19 Dec 2023
As we approach the end of the year, there is no more critical time for planning your finances. It’s your last opportunity to review where you are with your 2023 goals and your best opportunity […]
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Credit Freeze: What is it and When Does it Makes Sense?
Credit Freeze: What is it and When Does it Makes Sense?
Sheena Hanson, 29 Nov 2023
If you’ve applied for credit or a job, you know how essential your credit report is. Lenders rely heavily on them for evaluating your financial history to determine if you qualify for a loan or […]
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Using Tax-Loss Harvesting to Minimize Capital Gains Taxes
Using Tax-Loss Harvesting to Minimize Capital Gains Taxes
Sheena Hanson, 9 Nov 2023
So far, in 2023, investors are enduring a bit of a roller coaster ride, with stocks producing gains through mid-year and sliding into losses toward yearend. While stock market downturns are inevitable, there’s no way […]
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10 Benefits of Dollar Cost Averaging
10 Benefits of Dollar Cost Averaging
Sheena Hanson, 19 Oct 2023
Concerns about volatility and competing demands for your money can make investing challenging. Dollar cost averaging (DCA) is an investment strategy where you invest a fixed amount of money at regular intervals, regardless of the […]
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5 Tips for Choosing the Right Health Insurance Plan During Open Enrollment (Medicare)
5 Tips for Choosing the Right Health Insurance Plan During Open Enrollment (Medicare)
Sheena Hanson, 13 Sep 2023
The complex Medicare landscape makes enrollment a daunting process. There are so many options to consider, each with its own medical and financial implications. Whether you’re new, or reassessing a current plan, the Open Enrollment […]
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Let the Tax Tail Guide, Not Govern, the Investment Dog: Balancing Investment Strategies and Tax Considerations for the Savvy Retiree
Let the Tax Tail Guide, Not Govern, the Investment Dog: Balancing Investment Strategies and Tax Considerations for the Savvy Retiree
Sheena Hanson, 3 Aug 2023
As we approach the latter part of the year, it’s essential to focus on the coming tax season and how the changing tax landscape might affect our financial decisions. This year, President Biden’s budget for […]
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Tax-Smart Investing: How to Minimize Taxes on Your Investments
Tax-Smart Investing: How to Minimize Taxes on Your Investments
Sheena Hanson, 16 May 2023
For high-income earners, taxes can seem like a constant drain on their hard-earned investment returns. However, with the right strategies, you can minimize your tax burden and keep more of your money working for you. […]
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