Are you prepared for more change?
It's been said there are only two things you can be certain of, death and taxes. But in today's world there is one other compelling certainty – CHANGE. And change is happening at an unprecedented pace.
You likely don't need to be reminded of how change can impact your personal and financial life. But as trusted advisors in the financial planning community, it is our core responsibility to remind you that change is indeed a reality and it will continue to impact you, your family and your wealth. We all need to best prepare. Our Proactiv Wealth Process will help you prepare.
Our mission for our clients is to:
Change before CHANGE happens.
- Tax laws are revised regularly
- Investments continue to escalate in volatility
- Investment philosophies and solutions evolve
- What you want out of your life and wealth unfolds
- Families experience growth and loss
- And your life changes just as fast as anything
Be prepared for change, before change happens to you! We recommend your next best INVESTMENT is a free Proactiv Wealth Assessment.
Call us today at (715)854-3246 if proactive planning sounds right to you.
Newsletters
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Car Affordability
How much can you afford to pay for a car?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.