Year-End Charitable Giving Reminders
2020 has been a unique year in many aspects. COVID-19 has created many problems, including delays in processing certain transactions. As we approach year-end and you think about any final charitable donations you want to…
Wisconsin Announces Phase 2 of the “We’re All In” Initiative to Help Small Businesses
Earlier this year, the state of Wisconsin announced $75 million in assistance for small businesses as part of the Wisconsin Economic Development Corporation’s (WEDC) “We’re All In” initiative. Because of…
FAFSA for 2021-2022 Academic Year opened 10/01/2020
The FAFSA (Free Application for Federal Student Aid) for the 2021-2022 year opened October 1, 2020. The FAFSA is a prerequisite for federal student loans, grants, and work-study. In addition,…
Managing financial risk in your personal life
Click to see full article: The Bottom Line | 2020 Edition | Brian J. Ellenbecker, CFP, EA, CPWA, CIMA, CLTC
Financial Planning Considerations after Job Loss
How to limit the negative financial impact of losing your job By Brian Ellenbecker It’s normal to feel lost, overwhelmed, scared or uncertain at the prospect of losing your job.…
Time to Review Your Personal Insurance Program?
Time to Review Your Personal Insurance Program? An Interview with Brandy Enger,Director of Personal Lines at Vizance VIZANCE is a privately-held independent insurance agency offering a broad portfolio of…
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