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Mixing your finances with your romances can be tricky. It doesn’t feel romantic to talk about money when it’s so much more fun to dream about a beautiful future together. However, it’s important to…
Wondering what to do with your 401K when you change jobs? In this article, the experienced financial advisors at Financial Strategies in Brookfield offer three options to help you decide. Explore your…
According to a recent study, nearly 60% of Americans feel they have not done enough financial planning and 34% have done nothing at all. I have been in the financial planning profession for 30 years,…
Being fee-only financial planners, we at Financial Strategies Inc act in your best interests by removing the incentive of commissions from our compensation model. We work for you and you alone.
Even though you are just beginning to prepare to file your 2018 tax return, it is important to also be thinking about your 2019 return. The changes to the tax code that were signed into law in…
Whether you’re looking forward to your last day of work or absolutely love what you do and aren’t in any hurry to retire, your 60s is a critical time to be thinking about retirement and financial…