Tip of the Month
Tip of the Month | September 2022
Reminders for Charitable Giving Written By: Nick Ziarek, CFP®, CFA 1) You maximize the tax efficiency by donating appreciated stock compared to cash. 2) If you write checks to charity directly…
Read MoreTip 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 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 MoreTip of the Month | Mobile Deposits
Need to Deposit Checks Into Your Schwab Account? Written By: Andrea Bulen, CFP® Schwab has created a more efficient way to deposit checks into your Schwab account. You’ll simply need to download the Schwab Mobile…
Read MoreTip of the Month | I-Bonds
I-Bonds: An Appealing Alternative to Excess Cash Reserves Written By: Nick Ziarek, CFP®, CFA A lot of attention has been given of late to the old Series I-bonds offered by…
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