A common discussion I have with my clients is building tax diversification within their portfolio. I started working with a client nearly ten years ago who had
Read More
Recently, news outlets and prosecutors in a news release reported the serious crime of a Wausau, WI man who was running a fraud scheme, allegedly defrauding 120
Read More
I had a dear client whom I worked with for several years. The first time Jack and I met, I asked him my typical question: What is the most important thing I
Read More
“AI” or Artificial Intelligence generally refers to a computer doing what a human can do. Sometimes we are asked what role Artificial Intelligence has in our
Read More
Our 15th Annual Shredding Party, held on May 1st, was a great success despite the “shredded” water that fell from the sky, thanks to robust community
Read More
Some of our clients have become second-generation millionaires through inheritance. Of those, some knew a sizeable inheritance was coming their way, while
Read More
Self-made successful people have my deepest respect. Anyone who has worked hard for something appreciates the time, effort and discipline that it takes to
Read More
Planning for retirement can seem intimidating and is often filled with ambivalence. On the one hand, we fantasize about how great it would be to have a
Read More
We meet with a substantial number of people each year who are preparing for retirement. If you are planning on retiring, the thought of structuring your
Read More
We have many clients who have been dedicated, hard-working long-time employees performing the same job within the same location, but with a few different
Read More
I was talking with a long-time client recently who was reminiscing about what it was like to go through a corporate merger, as an employee. Change is not easy
Read More
I had a client retire from her career at an early age, in her mid-50’s. It was a big decision, as both her employment and her financial circumstances changed
Read More
