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  • Happy #GivingTuesday!

    Of all the post-Thanksgiving hashtagged holidays, #GivingTuesday is our favorite. We like the idea of a day focused on charitable giving,  although we do urge caution at this time as well. Before you donate to any charity, we encourage you to look into its status. Is it registered with the IRS as a 501(c) (3)? What per… | Read More »

  • Bart Starr and the legacy of kindness

    Terry Winch the year before his traumatic bout with rheumatic fever. Legacy planning can be very complicated and that’s why we’re here. We’ll walk you through beneficiary designations, trusts, wills and marital agreements, and we’ll work with an estate attorney to help you develop the appropriate paperwork. But, there’… | Read More »

  • The cost of labor and how to maximize your Social Security

    Many people are surprised to learn that Social Security payments can be taxable. In fact, depending on your Modified Adjusted Gross Income (MAGI), you may be taxed on up to 85% of your benefits. Once you reach retirement age, your Social Security benefits are taxed based on your filing status and how much other income… | Read More »

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UW FOX Campus Let’s Talk Money Empowered Solutions for Your Retirement Wills & Trusts
UW Manitowoc Campus Let’s Talk Money Wills and Trusts  
 

Active Management to Achieve Clear Goals

We'll carefully consider your risk tolerance and determine life goals. Then we'll design a formal financial plan that will allow you to set priorities, determine a budget and achieve your goals.

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