Tips & Advice

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If you are considering retiring soon or have already retired, it is important to have a health insurance plan. Many people depend on employer health insurance, so what do you do when you retire?…
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It may sound crazy, but there can be some benefit to market declines. While no one is ever hoping to lose money, market volatility is inevitable. The good news is, if you work with a Wealth Management…
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Roth conversions are a way of transferring funds from a retirement account, such as a Traditional IRA or SIMPLE IRA, to a Roth IRA. In most cases, the amount transferred is taxed in the year of the…
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Recent legislation like the Families First Coronavirus Response Act and the Coronavirus, Aid, Relief, and Economic Security (CARES) Act have been signed into action to encourage business owners to…
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The Coronavirus Aid, Relief, and Economic Security (CARES) Act is an economic relief bill that is pumping $2.2 trillion into the economy to counter act the affects the pandemic has had on our economy.…
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This crisis has hit everyone hard. Fortunately, we live in an advanced society where we can connect online to continue working and studying, and even keep up a social life. While things are far from…
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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…
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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…
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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,…
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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.
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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…
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According to the Transamerica Center for Retirement Studies, only 1 in 10 people in their 40s are “very” confident that they will be able to fully retire with a comfortable lifestyle.
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2018 is coming to a close. While it is certainly a lot of fun to think about holiday parties, gifts, and time with family, it is also very important to remember to get your finances in shape for 2019…
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Most financial advisors are good people with good intentions. However, financial advisors are human and are subject to biases and influences just like any other person. Understanding how your…
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In general, people spend considerably more than necessary. We spend money without even realizing how much we are spending. We leave the water running and our water bill goes up, or we buy an extra cup…
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Sometimes it is hard to watch what is going on in the market. This is one of those times. It has been a tough week and a tough couple of months. At this writing, the S&P 500 is down about 3-4% for the…