Financially Speaking Blog
Understanding The “One Big Beautiful Bill Act” – What It Means for You
You’ve likely seen the headlines about sweeping changes to the tax code and retirement rules thanks to the newly proposed One Big Beautiful Bill Act (OBBBA). Here’s a plain-English guide…
Checklist: Is It Time for Assisted Living?
By Jennifer Reimer How do you know when loved ones are ready for assisted living? Use these guidelines to help spot the warning signs of aging and illness. Rosalyn Carter…
How You Can Handle The Volatile Tariff Picture
As President Trump’s tariff policies rattle global markets, in general, financial advisors are urging investors to stay calm, think long-term, and make strategic moves rather than panic. Retirement plan providers…
Securing Your Retirement Income
As you look ahead to retirement in Wausau WI, there are opportunities to secure income beyond Social Security. An Investopedia article, 4 Sources of Income for Your Retirement has some…
Retirement Planning Isn’t Just for The Wealthy
Investing and saving for retirement in Wausau WI isn’t just for the wealthy. A U.S. News and World Report article, How to Start Investing and Saving for Retirement With Little…
Building A Nimble Strategy
No matter how squared away you think your financial strategy is, it’s probably not a bad idea to have backup you can pivot to if circumstances require it. For more…