Financially Speaking Blog

Retirement Wausau WI Charitable Donations Can Be A Win-Win

Charitable Donations Can Be A Win-Win

Making a donation to charity directly from your IRA is a financial step that doesn’t always get a lot of publicity, but a U.S. News and World Report article How…

Read More
Developing a Realizable Vision for Retirement

Developing a Realizable Vision for Retirement

By Richard Atkinson Retirement is a totally new stage of life. With some careful prioritizing-and collaborating with your financial professional-you can design a working plan for retirement that may surpass…

Read More
Retirement Wausau WI The Future Of Social Security

The Future Of Social Security

Many Americans are concerned about the future of Social Security because, for a lot of people, Social Security income is one of the most important elements of their financial strategy…

Read More
Retirement Wausau WI Social Security, Medicare, and HSAs

Social Security, Medicare, and HSAs

By Elaine Floyd, CFP® If your employer health plan is a health savings account (HSA) paired with a high-deductible health plan (HDHP), you may have a problem when you turn…

Read More
How Savers and Spenders Can Meet in the Middle

How Savers and Spenders Can Meet in the Middle

Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground, and money arguments frequently erupt. But you can learn to work with – and even…

Read More
Economic Fallout and Elections: Myth vs. Reality

Economic Fallout and Elections: Myth vs. Reality

The upcoming presidential election is already dominating the news. While many people presume if their preferred candidate doesn’t win there will be negative economic fallout, more than 90 years of…

Read More