Stephen A. Barnes

CMFC

Financial Advisor

262-544-0221

W240N1221 Pewaukee Road
Suite B
Waukesha, WI 53188

sbarnes@wradvisors.com

Planning to change jobs?

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

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. 

Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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Questions? Let's connect

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