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.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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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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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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