Welcome Welcome Welcome Welcome

JOIN US ON THE
MONEY SENSE RADIO SHOW

Get commentary from our founder, Karen J. Ellenbecker, and her local and global guests—including economists, accountants, attorneys, mortgage professionals, book authors and others who can help point your financial plan forward.

WISN AM 1130 Saturdays at 2 pm & Sundays at 12 pm.

Learn more about Money Sense,and the website.

Women & Investing

Ninety-five percent of women will be their family's primary financial decision maker at some point in their lives. Like every decision in your family’s lives, you use all your resources to make sound decisions.

Learn more



RECEIVE
COMPLIMENTARY
CONSULTATION

Meet our advisors and get a financial review based on your individual goals and investment experience. One hour is all we need to get started with your comprehensive plan today.

Learn more


      
 

Helpful Content

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

 

9 Facts About Social Security

There are things about Social Security that might surprise you.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

View all articles arrow

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

View all videos arrow