Retirement & Financial Planning in Waukesha County

Useful Links

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Market News and Analysis

Financial Calculators

Trading Information

Current Market

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Featured Content

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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More Great Stuff, All in One Place:

Thinking about Retirement?

How to Pay for Expensive Long-term Care

"Do It Yourself Investing?" -- You CAN, but Beware

Take Charge of Your 401k

Timeless Investing Principles

What Does It Mean? -- We Advise in YOUR Best Interests

Critical Social Security Facts