Tag Archives: taxes

Home loans often make up significant amounts of household debt, and reducing as much debt as possible before entering retirement can seem like a promising idea. But, as with many other financial questions, there is no precise answer; it all depends. The Consumer Financial Protection Bureau estimates that 30% of homeowners 65 and older—about 6.5 […]

With the tax deadline just around the corner, the pressure is on for people who still haven’t filed their taxes. Financial professional Brad Allen talked with Milwaukee’s WTMJ-4 about some last minute tax tips to help procrastinators. Get your refund quicker: Avoid the wait E-file Direct deposit Click here to file an extension. Click here […]

As the dust settles on a historic election, many are trying to predict what the next four years will bring and what President-elect Donald Trump’s first term will mean for our wallets. In the video below, Mike Williams talks with Milwaukee’s WTMJ-4 about 5 changes you’ll likely see in your own finances during the next four […]

Weekly Update: October 17, 2016 Though stocks rose Friday after statements from Federal Reserve officials, the major indexes ended the week lower amid choppy trading. For the week, the S&P 500 lost 0.96%, the Dow fell 0.56%, the NASDAQ dropped 1.48%, and the MSCI EAFE declined 1.40%.[1] Counting the Cost of Hurricanes Whenever disaster strikes, […]

With the tax deadline just around the corner, the pressure is on for people who still haven’t filed their taxes. Tony Drake, CFP® talked with WTMJ about some last minute tax tips to help procrastinators. File an extension now! Track your return now!