Posts Tagged ‘Tip of the month’
Tip of the Month | February 2023
Phone Apps for Scanning Documents Written By: Nick Ziarek, CFP®, CFA Have you ever found yourself needing to scan and email a document, statement or tax form? What is the best (and…
Read MoreTip of the Month | December 2022
Tip of the Month | December 2022 Cash Alternatives with Rising Rates Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® The Federal Reserve has been implementing interest rate increases throughout…
Read MoreTip of the Month | October 2022
Medicare Open Enrollment Written By: Kevin Reardon, CFP® The change of seasons into fall brings anticipation and planning for upcoming end-of-year items. One important planning item to add to the agenda…
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…
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