Capital gains can be looked at as both a blessing and a curse. The gain is a blessing because we all want our investments to perform well. The curse can be
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I met with a client last week whom I respect deeply on both a personal and professional level: he has had a highly successful career building a firm working
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I’ve written about some of the tax harvesting that we’ve done for our clients and have had many discussions as to how the strategy can be of benefit.
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I received a call from a client a few days ago: he had a quick question. That quick question turned into a significant discussion that drove home the value of
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Have you heard the term “Stealth Wealth?” I tell my colleagues at conferences about it all the time, because in Central Wisconsin, it’s oftentimes who we are
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When people think of estate planning, they often think of wills and trusts. When people think of legacy planning, they often think of the value of the assets
People have different feelings about leaving an inheritance to their children or grandchildren. Some don’t care. Others do, for varying reasons. And still
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Legacy planning is among the steps that we discuss as part of one’s overall wealth management plan. A legacy plan means different things to different people
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