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Insights to Empower Your Financial Journey

Explore expert advice, practical tips, and the latest trends in flat-fee financial planning.

Our Blogs

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2025 Tax Changes: What You Should Know

Quick summary of some key tax changes for 2025.

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Fed Rate Cuts Explained: What They Mean for Your Family’s Finances

Long-term financial health is about planning, not reacting to every shift in interest rates.

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October: Pumpkin Spice & Tax Planning

Fall is a season that encourages reflection and gratitude—perfect for pausing and assessing where you stand financially.

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New Job? 4 Quick Tips to Help Secure Your Future

New job? These 4 simple tips can help set you up for long-term financial success.

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Market Commentary - October 2024

For investors, Q4 offers a mix of potential challenges and opportunities.

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WisEARNS, Retirement Marketplace Proposals Stall

Wisconsin small business owners dodged a bullet, again.

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Transparent Planning for Your Future

Achieve your goals with personalized advice and a flat-fee approach—no hidden costs, no surprises.

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