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June 16, 2024

The best advice our fathers gave us

We’re big advocates for (and providers of) formal financial education. Classes, books, blogs, and podcasts all offer great opportunities to learn about how to make, save, grow and spend your money. We don’t think anyone should ever stop learning. We also know that we learn some of the most important…

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June 11, 2024

Happy #MakingLifeBeautiful day!

I don’t think you have to look far to see people Making Life Beautiful every day. There’s the crossing guard who shows up promptly every sometimes sunny, often windy, occasionally downright grisly day to guide little people across busy streets. They are an oasis of calm in their frenzied world.…

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April 26, 2024

Weathering storms

April in Wisconsin offers countless opportunities to develop life skills like patience and adaptability. A single spring day could feature a romp through all four seasons, with a couple of extras like gnat and lake fly seasons rolled in. The same daily forecast that allows daffodils to bloom can include…

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April 3, 2024

Five scams that target seniors

Due to their own diligence and good habits, senior citizens often find themselves targets of scams. Retired people generally have built up an attractive pool of financial resources through a lifetime of hard work. Those assets can attract nefarious people who haven’t been as responsible with their life choices. Additionally,…

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February 21, 2024

Accepting the Kindness in the Workplace Challenge

In honor of Random Acts of Kindness Month, our office has taken the Kindness in the Workplace Challenge. We are looking forward to formally incorporating the six concepts of kindness into our daily routine — respect, caring, inclusiveness, integrity, responsibility and courage. We anticipate a seamless transition as our workplace…

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February 1, 2024

Things AI can not do

The use of artificial intelligence has exploded exponentially in recent years, and AI related companies including Microsoft (part owner of Open AI, the developer of ChatGPT)  and NVIDIA have driven the stock market to record highs. AI can achieve some miraculous things. It allows users to unlock their phone with…

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October 5, 2023

A tribute to education on World Teacher Day

Today on World Teacher Day we are honoring the educators who taught us the most (and some who are just beginning their teaching career). We also want to honor another important person, who not only has taught all of us important principles of finance and business, but who also has…

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August 2, 2023

Five ways to avoid being scammed

As long as there have been humans on this earth, working hard to make an honest living, there have been lurkers trying to scam them. So prevalent have these scams become, that local law enforcement offices have teamed up with credit union representatives to create a fraud squad. You can…

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July 19, 2023

Why you need a POA for Health

The day before her 18th birthday, my daughter broke her wrist and needed surgery to repair it. The timing of her injury provided a profound lesson for us both. As we had been her entire life up to that point, her father and I were her legal guardians at the…

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June 14, 2023

How AI is driving investors toward tech stocks

Artificial intelligence has not only been influencing some of the daily news cycle lately, it also has played a key role in driving investors toward tech stocks. Some analysts estimate AI technology could boost the global economy by $15.7 trillion by 2030, and investors want to take advantage of that…

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