Blog Posts

Portage County Farmers Market
06May

Getting Started is the Hardest Part

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® We finalized a couple of impressive long-term care plans last week and started a financial planning engagement with (continued).

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04May

Why the CARES ACT Waives RMDs

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® Required Minimum Distributions (RMD’s) are just as they sound:  a minimum amount that is required to be distributed (continued).

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28Apr

8 Things to Make Your Home Office Secure

A summary of the top things to consider/do, even if you aren't an IT expert, to remain productive and secure in your home office. Article submitted by RMM Solutions.

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27Apr

Video-Conferencing Alternatives

As a cybersecurity company, Wildcard Corp, strongly recommend that organizations do NOT use Zoom because of the many security and privacy concerns associated with it. 

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23Apr

Wisconsin Employers Take Note: EEOC Updates COVID-19 Guidance; Addresses Mental Illness Made Worse by the Pandemic

By Attorney Brian G. Formella, Anderson O'Brien Law Firm. The EEOC advises that although many people feel significant stress due to the pandemic, employees with pre-existing mental health conditions, such as anxiety disorder, obsessive compulsive disorder, or post-traumatic stress disorder, may have more difficulty handling the disruption to daily life.

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22Apr

You’re Retired, Your Accounts Shouldn’t Be

Some realities of retirement planning have changed in ways that are difficult for many people to wrap their minds around. In retirement, you may likely have 20 or more years to both use your money and make your money last. You can be retired from working hard, but your accounts don’t have to be.

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16Apr

How You can Help Small Businesses

By Portage County Business Council

It’s heartbreaking to see small businesses struggling for survival. Their owners overcame numerous obstacles and worked incredibly hard to get where they are today. We need to support small businesses – and one another – more than ever.

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