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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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?