How To Build A Living Legacy With Confidence
Did you know that the average cost and duration of long-term care is probably less than you think? Did you know that you can gift over the Annual Gift Tax Exclusion tax-free if you structure it properly and submit the correct tax forms? Tom Berkholtz, CFP®, EA, ECA is...
Spectrum News: Time to trade? Investment advice as war continues
In The News | March 9, 2026 Spectrum News MILWAUKEE — As uncertainty continues about how long the Trump administration may continue its attacks on Iran and what the fallout from the Iran war could entail, the markets bounced higher Monday after days spent in a broad...
Retirement Savings: Leave It Or Roll It?
When you leave an employer or become eligible for a distribution from your workplace retirement plan, you’re faced with an important decision about what to do with your accumulated savings. Options to consider are leaving the money in your employer’s plan, rolling it...
