262-544-0221
W240N1221 Pewaukee Road
Suite B
Waukesha, WI 53188
sbarnes@wradvisors.com
Planning to change jobs?
Make plans for your retirement, too. Leaving your current job for greener pastures, bigger challenges or a more desirable work/life balance is exciting. However, as you tie up loose ends, make sure your employer-sponsored retirement plan is on your checklist.
Retirement is just around the corner
Years of saving and planning are about to reach their apex. You've probably dreamed and planned of a certain retirement lifestyle. Realizing those dreams, in part, comes down to how you manage your resources and your understanding of the financial environment in which you live.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
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Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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