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  • 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 »

  • Speed kills on the information superhighway too

    Posted on September 4, 2024 in General, Recent News

    Speed kills. We learn this before we even put a key into the ignition for the very first time. Speed limit signs show up everywhere on streets and highways. They encourage us to slow down, consider our surroundings and proceed with caution. Speed also kills on the information superhighway. It is the single most obvious… | Read More »

  • Life lessons from a lemonade stand

    Posted on August 20, 2024 in General, Recent News

    We could all learn a lot from the evolution of the lowly lemonade stand. Still manned by cute kids on hot summer afternoons, many lemonade stands have gone high tech. If you look closely at those hand-lettered signs, you might see a QR code directing you to a secure payment site so you won’t have to let your lack of ca… | 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 fall 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.

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