Financially Speaking Blog

Working While Receiving Social Security Benefits

Working While Receiving Social Security Benefits

The COVID-19 recession and the continuing pandemic pushed many older workers into retirement earlier than they had anticipated. A little more than 50% of Americans age 55 and older said…

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Retirement Wausau WI 401k Mistakes to Avoid

401(k) Mistakes You Have to Avoid

401(k)s are an essential part of retirement planning for many Americans. Because of their importance, it’s critical to avoid making mistakes with a 401(k) strategy. Make sure you know what…

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Baseball Lessons That Might Help Change Up Your Finances

Baseball Lessons That Might Help Change Up Your Finances

Baseball stadiums are filled with optimists. Fans start each new season with the hope that even if last year ended badly, this year could finally be the year. After all,…

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The Four Phases of Retirement

The Four Phases of Retirement

While there’s nothing wrong with dreaming big about retirement, it’s important to remember that how you think about retirement is likely to change over time. No matter how your circumstances…

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Going Public: How Are Direct Listings Different

Going Public: How Are Direct Listings Different

An initial public offering (IPO) is the first public sale of stock shares by a private company. IPOs are important to the financial markets because they help fuel the growth…

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Talk Money Before You Walk Down the Aisle

Talk Money Before You Walk Down the Aisle

This month, we discuss what you need to know about money and marriage – specifically, what you need to know about paying for a wedding and what financial strategies you…

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