CFP®
Tip of the Month | August 2022
Common Estate Planning Documents Written By: Ryan Rink, CFP® If you’re a legal adult (over age 18), then you should have some form of estate documents in place. Listed below are…
Read MoreRevocable Trusts: Fact vs. Fiction
Recently, Rebecca Simoni, a Shareholder in von Briesen & Roper’s Trusts and Estates Section, wrote a great article on revocable trusts. A revocable trust is a commonly used estate planning…
Read MoreHappily Irrelevant
Happily Irrelevant Written By: Kevin Reardon, CFP® In speaking with a couple who retired a few years ago, they commented they are ‘happily irrelevant’. That interesting comment couldn’t be left…
Read MoreTip of the Month | July 2022
529 Contribution Deadlines Written By: Ryan Rink, CFP® Many states offer tax benefits for those who contribute to 529 education accounts. For example, if you are a Wisconsin taxpayer, your contributions to…
Read MoreLeveraging the Flexibility of 529 Plans
Leveraging the Flexibility of 529 Plans Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® 529 plans have quickly become the vehicle of choice for families saving for education goals.…
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