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Blog

The Will To Retire
I’ve had discussions with many clients about what their retirement looks like. Some of these clients are very much on
Mortgage Refinance Triggers
"As a former real estate agent and mortgage loan officer, I’m familiar with the garden variety rules of thumb regarding
New Years Resolutions
My challenge to you is to set a 2020 goal and map out the monthly results. This gives us a
SECURE Reprise
As part of the budget process, it sounds like there may be pretty important changes coming to retirement accounts as
The Advisor/Client Relationship
Sometimes there are moments in a prospective financial advisory relationship that can be troublesome. Here are a few common areas
Lose $200k
As we generally see market timing as futile, we have to spend some time looking at the reality of the
Holiday Gift Ideas
For the past few years, our family has increasingly focused on giving experiences rather than gifts for Christmas. Here are
“Hard Assets” and Your Financial Plan
“Hard Assets” are tangible items of value that are important items that should be catalogued on a balance sheet and
Dane County
The real estate market in Dane County is seeing few signs of cooling off. Some of the themes of 2018
Attitude of Gratitude
As I sit here today at our office, there is one feeling that is far and above all of the
Bankrate Article
The U.S. stock market isn’t the only game in the world. U.S. stocks now represent only 40 (or so)% of
Clint Walkner Headshot
Clint Walkner was quoted in a recent article from Bankrate.com, "With Commission-Free Trading Nearly Everywhere, Here’s What Investors Should Demand

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