Featured Blogs
Is Picking an Advisor like Luck of the Irish?
Is Picking an Advisor like Luck of the Irish? Are all advisors the same? How do I know if I am working with a specialist? Jim, Spring Green WI In…
Read More →10 Lessons from Past Presidents…
10 Lessons from Past Presidents…In celebration of Presidents day yesterday, we thought it only fitting to share with you money lessons that presidents of our past lived by and taught…
Read More →Should I convert to a ROTH IRA?
Should I convert to a ROTH IRA? Learn what it means to be independent and free financially below 2 different ways. 1. Listen to the Radio Clip The Weekly Radio…
Read More →Balanced retirement investment mix
In today’s environment, what is a good investment mix for someone in retirement? Mark in Barneveld, WI Learn what it means to be independent and free financially below 2 different…
Read More →Haiti Update and Upcoming Trip – You can help!
Haiti Update and Upcoming Trip – You can help! As you may know, we support four orphanages in Haiti, going once a year to visit and check on them. Last…
Read More →What is the best investment in 2019?
What is the best investment in 2019? Pat in Belmont, WI Learn what it means to be independent and free financially below 2 different ways. The DREAM Retirement…
Read More →My New Year Resolution – get financial organized! How?
My New Year Resolution – get financial organized! How? Learn what it means to be independent and free financially below 2 different ways. 1. Listen to the Radio Clip The…
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Common Myths About Retirement, Uncovered!!!
Common Myths About Retirement ~ January 23rd 11am @ the Platteville Public Library If your like most people you have many questions about retirement. There is a lot of advice…
Read More →We serve clients in Mineral Point WI, Dodgeville WI, Platteville WI, Lancaster WI, Fennimore WI, Boscobel WI, Richland Center WI, Muscoda WI, Spring Green WI, Mazomanie WI, Sauk City WI, Middleton WI, Madison WI, Fitchburg WI, Verona WI, Mount Horeb WI, Barneveld WI, New Glarus WI, Monroe WI, Belleville WI, Oregon WI, Stoughton WI, Darlington WI, Cuba City WI, Hazel Green WI, Belmont WI, Dubuque IA, Freeport IL
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