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  • Part I of IV: Financial Planning for Women

    This is part one of our four-part series on financial planning for women. In this article, we focus on how to deal with uncertainty when it comes to money. 

  • Part II of IV: Financial Planning for Women

    This is part two of our four-part series on financial planning for women. In this article, we focus on how to deal with retirement planning and savings. 

  • Family Business Succession Planning: Engaging the Next Generation

    Family business is the engine that fuels the U.S. economy, yielding major impact on job creation and economic growth. Yet many struggle with basic objectives such as communication, mission, shared values and succession.

  • NE Wisconsin Sees Rising Demand for Estate Planning Services

    As the Great Wealth Transfer unfolds, estate planning is becoming increasingly important. Anita Resch, CFP®, shares insights on protecting your legacy and preparing the next generation.

  • The Impact of Emotions & Financial Planning

    Dominic Ceci, provides a quick recap of the latest Wealth Insights articles, covering the impact of emotions and financial planning. Take a deeper look into key topics such as selecting the right vehicle for charitable giving, managing emotions in investing, aligning personal spending with values, and highlights the strong performance of diversified portfolios in 2024, keeping most investors on track or ahead of their goals.

  • Busting Three Popular Succession Planning Myths

    For many business owners, the goal of the exit and succession planning process is owner happiness and leaving behind a legacy for their children — not just maximizing business value. In this week’s Wealth Insights, Joe Maier, JD addresses head-on three pervasive myths about succession planning.  

  • Financial Planning For Couples Who Totally Disagree

    Money is said to be one of the top causes of marital distress. The disagreements it causes can go beyond day-to-day spending for cars, clothes and other creature comforts. Conflicting attitudes toward budgeting, savings, investing or even how to spend retirement money can scuttle the best-laid financial plans.

  • Planning your retirement spending? Take a layered approach

    You've reached your goal: after years of flying, you are ready to retire. Your retirement party is looming, friends and colleagues are wishing you well. And then the uncertainty hits you. You're off the payroll.

  • Succession Planning: Making the Inevitable Your Masterpiece

    Succession planning is not easy in today's world of unknowns. But getting it right is critical to ensure the future success of your business.

    Whether the business will be passed down within a family, transitioned to existing management or sold to an outside party, proper planning is essential to ensure a smooth transition and to avoid tax and cash flow issues, while assuring that current ownership is fairly compensated.

  • Succession Planning: It's All About Happiness

    As someone who spends so much time working with business owners on succession planning, I am always amazed at how many different and sometimes inconsistent descriptions are used by professionals to describe what succession planning is. 

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