Patrick Bortz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in Oconomowoc, WI and the surrounding communities.
I meet with individuals on a daily basis that have different perceptions of the world, and how they should react with their portfolio: I’m...
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Many people mistakenly believe that once their divorce is finalized, their days of filling out paperwork and forms are over. The truth is you...
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Sometimes life doesn’t go according to plan, and sometimes what we’ve set aside for retirement must be used earlier than expected due to a job...
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One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
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Much of the personal finance industry is focused on investing, but it’s also important to know how to be a better saver and spender. For many...
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When it comes to estate planning it is not only important to have the right documents, but it is crucial to have thought through the people who...
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How does one get off this ride? 2011 was another year of market moving headlines. We saw the tsunami and nuclear disaster in Japan. Osama Bin...
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Last Updated: February 28, 2011 For those thinking about retirement, choosing when to retire must be balanced with making sure you are able to...
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So how’s that money connection going in your life? As financial planners we spend a lot of time putting things together like budgets, net worth...
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Given the mobility enjoyed by individuals today, divorce across borders is becoming increasingly prevalent. It is also one of the most...
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