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.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Learn More
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Learn More
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Learn More