Financially Speaking Blog
Building A Wealth Plan
A complete and personalized picture of your current and future finances using several planning concepts that consider risk and the potential length of your retirement in Wausau WI, is often…
What You Didn’t Know Social Security Can Do
While many Americans know that Social Security is a vital source of retirement income for countless people, the program offers some lesser known but still potentially beneficial services. An AARP…
Don’t Overlook These When Planning For Retirement
When preparing for retirement, there’s a long list of tasks, some of which can be accidentally overlooked. A Kiplinger article, Five Overlooked Factors When Planning for Retirement, highlights some of…
A Broader Look At Social Security
Many people, particularly those fairly close to retirement, have a basic understanding of what Social Security is. However, there are number of services the program provides that are less known.…
2025 Will See A COLA Bump
There was good news and bad news when the Social Security Administration announced its latest cost of-living adjustment in October of 2024. Contact our Wausau WI retirement team today to…
Medicare In 2025
Many Americans will be paying a little more for Medicare in 2025. A USA Today article, 2025 Medicare Part B premium increase outpaces both Social Security COLA and inflation, has…