Patrick Bortz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Oconomowoc, WI and the surrounding communities.
For many of you, your answer will be “I prepare my own return.” If your return is a simple one because all you have is a W-2 form for your...
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With the price of a college education rapidly rising over the last decade, and in the current difficult economic times, students and families...
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There once was a time when retirement meant leaving the workforce for good.But an April 2006 survey by Zogby International and the MetLife...
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Perhaps it is the time of the year with gift giving and wishes for a happy and prosperous new year, but I sense it is the all-American desire...
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Kids wait all year for summer vacation. Now summer is here and all kinds of visions dance in your head about keeping kids busy, entertained,...
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It’s apparent that Americans, both women and men, have not saved enough money for retirement. Studies have increasingly indicated that many...
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For many, the phrase “retirement planning” has become limited to the planning done in the years leading up to retirement. When you consider...
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Most of what we, as taxpayers, understand about taxation comes from our focus on taxes and how they affect us either individually or as a...
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One way to cut the sting of heavy credit card bills is to set a new agenda when it comes to credit. Consider the following ideas:Set Dates for...
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Anyone who owns a tax-advantaged retirement account such as a 401(k) or individual retirement account (IRA) — that’s 63% of (or 77.5 million)...
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