Being a physician is a high intensity and high impact job. Add student loan debt into the equation and you have yourself a recipe an...

Starting in 2021, the Backdoor Roth IRA has allowed all income earners the ability to make a Roth (After tax) IRA contribution. Prior to...

When it comes to finances and accounting, the past few years has been pretty wild! Because some of the provisions in the CARES Act in...

With the housing market going gangbusters over the last year or so, many people are buying, selling and/or refinancing their homes. With...

There are some new changes for employees of the University of Wisconsin system, which involve some recent changes to the 403 (B) program....

One of the most important pillars of a solid financial plan, is asset allocation. For most university professors, participating in the...

The mere mention of an Estate Plan conjures up all sorts of reactions and emotions, including confusion, fear, and avoidance. However, if...

ROTH IRA Conversions are increasing in popularity lately and with good reason. It can be a great way to avoid taxes in certain...

Sick Leave Credits…what is that? If you are a University of Wisconsin employee and are thinking of retiring in the next few years, did...

What is Socially Responsible Investing?? Socially responsible investing (SRI) is an investing strategy that aims to generate both social...

Uncle Sam can tax up to 85% of your Social Security benefits if you have other sources of income, such as earnings from work or...

Highlights of the American Rescue Plan: 1. COBRA Subsidy A 100% premium subsidy is provided. 2. FFCRA Leave The employer tax credit is...

I recently spoke with Sara DeTienne, Senior Director of Development at the University of Wisconsin Department of Neurological Surgery....

If you are an eligible University of Wisconsin employee, many are not aware of the following benefit; Upon retirement, your accrued sick...

In the last 5 years the price of gold has gone up around $500/oz. and platinum around $300/oz. When I got married over 13 years ago, I...

The first thing to keep in mind is that every medical group is unique. The starting point in the discussion of designing a retirement...

I sat down with Jennifer Vanderlip, who is a Partner and Senior Private Client Risk Executive at M3 Insurance in Madison, WI to discuss...

When it comes to creating a custom retirement income plan, maximizing your Social Security benefit is a key step. Why? Social Security...

If you’re among the 49 percent of Americans who receive employer-sponsored health care coverage, you may have already received...