Financially Speaking Blog
Building A Nimble Strategy
No matter how squared away you think your financial strategy is, it’s probably not a bad idea to have backup you can pivot to if circumstances require it. For more…
Yes, You Need An Estate Plan
Whether you’re a millionaire or the sum of your assets is decidedly non-millionaire-like, the fact is you likely need an estate plan – because almost everyone needs an estate plan!…
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…
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…
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.…