Financial Goals

Financial Fitness for Women

Financial Advisor
Thumbnail image for Financial Fitness for Women

Tweet This is the time of year (other than New Year’s resolutions) when women really think about fitness, as bathing suit weather is coming!  A lot of women, including me, are going to be very surprised when we jump right into summer (since Wisconsin apparently is skipping spring this year). Don’t let yourself be caught unprepared when [...]

Read the full article →

What Your Financial Advisor Wants From You (Part 1 of a Series)

Financial Advisor
Thumbnail image for What Your Financial Advisor Wants From You (Part 1 of a Series)

Tweet What does your Financial Advisor want from you?  The short answer is The Truth.   We need you to be honest with us about many things, in order to do a good job of giving you financial advice that is in your best interest. Here are the main things it is very important to [...]

Read the full article →