Financially Speaking Blog
Your Retirement Magic Number
Every retiree needs a magic number, which is simply the amount of money you need saved to see you through retirement. Contact our team of retirement planners in Wausau WI…
Here’s How To Retire Early
For those who want to retire well before the typical age of roughly 65, the Financial Independence, Retire Early – or FIRE – technique is gaining popularity. A Kiplinger article,…
You Can Pay Less On Retirement Account Withdrawals
Reliable income is one of the most important parts of your retirement strategy and working hand-in-hand with that is a strategy for limiting your taxes on retirement withdrawals. A U.S.…
Taxes May Soon Rise, Here’s What To Do
The Tax Cuts and Jobs Act of 2017 lowered taxes for millions of Americans, but the legislation is due to expire at the end of 2025, which means that if…
10 Tips For Maximizing Financial Aid
By Elaine Floyd, CFP® College tuition is so expensive that even high-income families can get offers of financial aid. Your first step is to complete the federal forms, and then…
11 Financial Tips To Make Caregiving Easier
By Debra Taylor, CPA/PFS, JD, CDFA Caregivers generally tend to their elderly/disabled family members as a labor of love, but it can also be taxing for them financially and otherwise.…