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

Life and Death of a \$20 Bill

Life and Death of a \$20 Bill

How long does a $20 bill last?

A Look at Whole Life Insurance

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.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

 

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

View all articles arrow

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Federal Income Tax

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

Bi-Weekly Payments

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

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

Principles of Preserving Wealth

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

View all presentations arrow

The Facts About Income Tax

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

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.

Exit Strategies of the Rich and Famous

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

View all videos arrow