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  • A friendly warning about really good deals

    Posted on March 4, 2025 in General, Recent News

    A friend of mine announced that she and her family were wrapping up the settlement of her uncle’s estate. A cheerful consumer, he had amassed an impressive collection of cars and recreational vehicles during his lifetime. The family wanted to sell as many of these items as they could before they put his house on the ma… | Read More »

  • Internet safety tips for you

    Posted on February 11, 2025 in General, Recent News

    We’ve offered lots of tips on how to keep your device safe online: Take your time before you respond to an unsolicited request. Double check the email address or link before you click on anything. Do not email personal information, especially account details or Social Security information, to anyone. Today, in honor of… | Read More »

  • Five tips for charitable giving to remember on #GivingTuesday

    Posted on December 3, 2024 in General, Wealth Management

    In celebration of “Giving Tuesday” approaches, charities ramp up their efforts to secure funding. So do bad actors wanting to capitalize on both the hectic nature and the genuine altruism of the holiday season. Before you donate to a charity, please consider the following five tips: If a charity pushes you to donate qu… | Read More »

Seminars

We teach financial education classes at the University of Wisconsin - Oshkosh at Fox Cities and host free workshops periodically. If you'd like to attend a seminar, or host a financial workshop, please contact us.

To attend one of our spring class selections, which we are hosting both virtually and in person for your safety and convenience, please click on the link below:

Financial Education Classes

Active Management to Achieve Clear Goals

We'll carefully consider your risk tolerance and determine life goals. Then we'll design a formal financial plan that will allow you to set priorities, determine a budget and achieve your goals.

Learn More