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Getting Real with a Financial Advisor - Answering the Tough Questions

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Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments?

June 15, 2021

Stocks always outperform other investments.   Is that true or not? It’s kind of one of those common portfolio wisdom things that everyone has heard and kind of takes to…

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Estate Planning Basics - Financial Planner Wisconsin

Estate Planning Basics

June 7, 2021

Estate Planning is really about control.  Recently, my friend and I were having an interesting conversation about control. She said she always likes to be the one to drive somewhere,…

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Women and Wealth Week

June 2, 2021

Women and Wealth Week Highlights We just held a week-long session called Women and Wealth Week where we discussed all the different ways that women can become involved, educated, and…

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Women, Money, Power

May 24, 2021

My dog had puppies. Eight cute adorable little Goldendoodle puppies and as we are finding homes for them often people are asking about their personalities.   Are they playful? Are…

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Power of Attorney – The Most Important Document

May 17, 2021

Why do you need a power of attorney? Let’s imagine that you have the choice of investing in two different accounts, one will turn your $50,000 into $100,000 in two…

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First Friday: All About Real Estate

May 10, 2021

Today we’re talking all about real estate. If you Google real estate right now you may find all kinds of things about the current housing market, how crazy it is,…

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Green Money: The Best Kept Secret In The Financial World

May 3, 2021

This week we are continuing our talk about investing safely with green money. As we continue to look at the different colors of money, this week we’ll cover green money,…

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Stock Market Investments: Red Money

April 26, 2021

This week we are continuing our talk about different stock market investments as we talk about red money, stocks, bonds, mutual funds, ETFs, and more.   When I was a…

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