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Category Archives: Life Category
Fiduciaries vs. Used Car Salesman
Fiduciaries Look Out for Your Best Interest When someone mentions a used car salesman, what comes to mind? A short, fat guy in a cheap, plaid suit, smoking a cigar with a strong New Jersey accent, right? Oh, and don’t … Continue reading
Posted in Financial Category, Life Category
Tagged best interest, brokers, commission, fiduciary, Investments
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Warning: Your investments may not be in your best interest
How do you know? Well, what you are advised to buy largely influenced by how much compensation your financial advisor or his or her firm makes on the products being sold to you. Dealing with investments and insurance products can … Continue reading
Posted in Financial Category, General, Life Category
Tagged asset management, brokerage license, brokers, commissions, compensation, conflict of interest, dual-registered investment professionals, estate planners, fee only, fee-based, fiduciaries, financial advisor, financial planners, hidden fees, incentive, investment portfolio, investment professionals, Investments, long-term costs, professional fees, trail compensation, train compensation, transaction costs
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How Important is it that My Financial Professional have a Fiduciary Responsibility to Put My Interests First?
FI • DU • CI • AR • Y Definition: A person legally appointed and authorized to hold assets in trust for another person. The fiduciary manages the assets for the benefit of the other person, rather than for his … Continue reading
9 Ways To Teach Your Teenagers About Money
9 Ways to Teach Your Teenagers About Money Money Smart Week of Wausau happened this week of April 20th – April 27th and we thought this would be a great article for the message we, as a wealth management firm … Continue reading
Posted in Financial Category, General, Life Category
Tagged allowance, budget, budgeting, checking account, chores, college financing, debit card, direct deposit, finances, financial contributions, financial expectations, financial life, financial literacy, get smart coalition wausau, identity theft, michele lerner, money management, money smart week, monthly budget, overdraft protection programs, retirement expectations, saving money, savings account, smart money choices, spending limit, technology influenced games, teenagers, the daily finance, thrift stores, wausau, wealth management, wi
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When is a Fiduciary Not Really a “Fiduciary”?
When is a Fiduciary Not Really a Fiduciary? It is often difficult to distinguish the services of one financial “advisor” from another. The cynical among us would suggest that this is the result of calculated efforts to confuse the public mind … Continue reading
Storm Chasers
Storm Chasers When I had first heard the issue about “Storm Chasers” at an insurance meeting, I thought they were talking about the increased liability they faced when people drove their trucks or cars close to tornadoes to get video … Continue reading
Posted in General, Life Category, mutual insurance companies
Tagged claim, contractors, contracts, disasters, estimates, Greg Geigers, homeowners, insurance agent, insurance company, liability, local contractor, mutual insurance company, repairs, roof, storm, storm chasers, storm damage, storm season, tornadoes
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How To Understand Capital Gains & Losses On Your Taxes and What To Do With Them After…..
There are two types of income, both required to be reported on your income tax return. Come “tax time” these are better known as ordinary income and capital gains. Ordinary income includes dividends and interest you receive. Capital gains are … Continue reading
Posted in Financial Category, General, Government Category, Life Category
Tagged audit, Blankenship Financial Planning, bonds, capital asset, capital gains, capital losses, Capital One Bank, deductions, dividends, financial planning, income, income taxes, inheritance, interest, IRS, Jim Blankenship, Kay Bell, long term gains, Mickey Konson, Money, mutual funds, paycheck, profit, real estate, retirement, short term gains, stocks, tax law, tax rate, witholdings
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The Luck of the Irish
Irish ~ Leprechauns ~ Green ~ Money ~ Rainbows What do these words above have in common… Correct!!! St. Patrick’s Day!!!! Leprechauns are mythical creatures that stem from Irish fables and wherever there is a rainbow it is said you … Continue reading
Real life Life Insurance
How hard can it be to buy life insurance, right? The hardest part is figuring out how much you need. But once you’ve done that, you go to the agent, tell him/her what you need and they get you a … Continue reading
