This week’s MoneyDo: Understand what you need to know before you make your August payment from a 529. If you’re paying for your own or your child’s college education, you know that mid August is a key time for making a tuition payment.Over the past few...
7/23/17 FEATURED: Annex Wealth Management to open downtown office at The Pfister “Milwaukee’s revitalized downtown is a great place for our new branch. It’s the right place at the right time for us to meet with current and prospective clients seeking an advisor...
7/16/17 KNOW THE DIFFERENCE: This caller thought he bought a mutual fund…we help him discover what he actually owns. Part 1: A caller asks about mutual funds A caller named Russ called in to our “MoneyTalk” show recently and wondered why mutual fund...
7/9/17 FEATURED: How Oil Prices Affect You Financial professionals keep an eye on oil prices because they often reflect larger trends in the economy. Here are a few ways oil prices might have an effect on you and your savings. SEE FULL INFOGRAPHIC EVENTS July 12, 2017...
7/2/17 FEATURED: What Does Financial Freedom Mean To You? 3 Financial Freedoms You Should Consider It’s that time of the year when we celebrate the many freedoms we enjoy as Americans. Hopefully, as you enjoy a parade, watch some fireworks or grill our favorite food,...
