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  • Don’t Let Your Emotions Open You Up to Financial Fraud

    When it comes to online security, investors need to keep emotions in check. Scammers prey upon emotions to gain access to personal information and resources. In this week’s Wealth Insights, our wealth team highlights a few scams to watch out for.

  • 4 Strategies to Lessen Taxes on Your Investment Gains

    Taxes are on investors' minds this time of year. Discover 4 key strategies to lessen taxes on your investment gains. Set a tax budget, optimize asset location, choose tax-efficient investments, and use tax harvesting.

  • Details Matter in Roth IRA Conversions

    "Roth IRA conversions can be a tax-savvy move, especially when executed during years of low income or down markets. But they’re not a one-size-fits-all solution,” shares Wealth Portfolio Manager Kyle Tripp in the week’s Wealth Insights article.

  • Planning a Wedding? These 10 Budgeting Tips Will Help You Save Money

    While planning a wedding is a large financial endeavor, you don’t have to sacrifice your long-term financial goals to have the celebration of your dreams. Brooke Harycki, VP, Consumer Banking Regional Manager, shares a few saving strategies and planning tips for newly engaged couples.

  • Your Financial Fresh Start: A Strategic Guide to 2026 Success

    Stop running your finances on autopilot. 2026 is your fresh start — time to reset, refocus and build a strategy that actually works.

  • Estate Planning for Digital Assets and Accounts: What You Need to Know

    While “set it and forget it” might be perfect for rotisserie chicken, it’s not ideal for estate planning—especially when it comes to your digital assets, shares Michael Miller in this week’s Wealth Insights column. Michael outlines how you can proactively plan to protect your digital legacy.

  • Spring Cleaning: Three Financial Planning To-Do Items

    In this week’s Wealth Insights, Director of Wealth Strategy Joe Maier, JD shares three financial to-dos that you should consider adding to your “Spring Cleaning” list, including (1) making sure your assets are in the right place, (2) ensuring that the right property goes to the right people and (3) considering the alignment of your values with your plan.

  • Planning For the Birds (Snowbirds That Is)

    The desire to escape Wisconsin’s frigid winters isn’t the only thing snowbirds should consider—moving your residency may help limit your tax burden but could also complicate inheritance for your children and grandchildren.

  • 7 Tax Planning Strategies and Tips to Reduce Headaches Next Year

    Discover the key financial rules everyone should follow. From 50/30/20 to the pay yourself first rule, learn how to save more, spend wisely and achieve financial freedom. 

  • Summary of Key Provisions of the One Big Beautiful Bill

    On July 4, 2025, President Trump signed into law the One Big Beautiful Bill – but what does that mean for you and your financial plan? In this week’s Wealth Insights, Michael Miller breaks down some key provisions that will have an impact on wealth planning.

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