Use these year-end strategies to help your tax bill in 2021 and beyond! Drawing inspiration from an article by Kiplinger, Jeremy Keil highlights 7 year-end moves to help you lower your taxes during retirement.

Is transitioning to retirement as simple as flipping a switch? One day, you just stop working and enjoy the rest of your life, right? Well, not exactly… According to Barbara O'Neill, retirement is a combination of 35 different switches, each indicating a

You might know Héctor Colón as a seven-time U.S. national boxing champion. But did you know that Héctor decided to leave boxing right when he was at the top of his career? That’s when he decided to pursue servant leadership and dedicate his life to the be

Is charitable giving one of your goals during retirement? Today, we’ll help you make your charitable contributions more tax-efficient using donor-advised funds. We believe that the more money you save in taxes, the more money you can donate to your favori

As a financial services firm in the Milwaukee area, we’ve helped several WE Energies employees reach their ideal retirement. So, we are well-versed in the key retirement considerations they need to make, plus ways to avoid common pitfalls. Tune in for the

It’s good to have a consistent income source during retirement that you can rely upon, no matter how the economy is performing. Discover how you can cope with the uncertainties brought by today’s complex retirement planning landscape and create a consiste

There are various articles on the internet claiming that the rich are “dodging” or “avoiding” taxes. But are they? Believe it or not, but a lot of tax saving strategies used by them are completely legal. They just know how to leverage the different tax co

A lot of business owners retire by selling off their business. What if we told you there’s a better way? A way to maintain your business income after retirement. A way that makes your retirement more meaningful. A way that lets you keep the business you’r

As interest rates continue to be low, it can be difficult to cope with inflation. This can lead to a negative real return net of inflation, with your money losing value every day! Don’t worry. Your search for greater interest rates ends here. Today, we’ll

What happens when you or your spouse unexpectedly passes away? No one likes this question. But it’s an extremely important one to think about. This blog post explains the 4 must-knows of estate planning to help you protect your loved ones plus optimize yo