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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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