Financially Speaking Blog

Retirement Wausau WI Dealing With A Credit Report Error

Dealing With A Credit Report Error

While it can be scary to discover an error on your credit report, there are steps you can take to dispute that error. A U.S. News and World Report article,…

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Retirement Wausau WI When You Should Keep Your 401(k) With Your Former Employee

When You Should Keep Your 401(k) With Your Former Employer

While rollovers are common, there are times when leaving your retirement account with your former employer may make sense. An article from MassMutual, 3 times when leaving your 401(k) with…

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Retirement Wausau WI 4 Common Elder Scams

4 Common Elder Scams: How To Stay Safe & Fight Back

By Devin Kropp Elder fraud continues to be a growing problem with millions falling victim to a scam every year. Know the common signs that signal trickery-and what to do…

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Retirement Wausau WI Medifare Has Made Some Big Changes

Medicare Has Made Some Big Changes

If you’re a caregiver or if you anticipate you may become one, Medicare has made changes you should be aware of. An AARP article, 3 New Ways That Medicare Is…

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Retirement Wausau WI 62, 67 or 70

62, 67, or 70?

For many retirees, Social Security income is an essential part of their financial strategy. But what’s the right time to file? A Nerdwallet article, Should You take Social Security at…

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Retirement Wausau WI You Can Pay Less On Retirement Account Withdrawals

Your Retirement Magic Number

Every retiree needs a magic number, which is simply the amount of money you need saved to see you through retirement. Contact our team of retirement planners in Wausau WI…

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