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Is That Financial Aid Taxable?

The college search process is an exciting but time-consuming process. After your child narrows down the colleges of his or her choice,...
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A couple working with a financial planner

Financial Planning Deconstructed

Taking the stress out of creating a financial plan at any stage of life. YOUR FINANCIAL PLAN is a living, breathing document...
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10 Tips for a Carefree Retirement

The steps you can take to give yourself peace of mind when entering your retirement years After spending decades in the workforce,...
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Trust Point and Emerj360 Enjoy Moon Tunes La Crosse

If you haven’t heard of Moon Tunes, you’re missing out! It’s a weekly summer concert series event held in Riverside Park in...
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A Roadmap to Early Retirement

Key considerations for achieving a worry-free workforce exit. For many years, age 65 served as the benchmark for retirement. That’s largely because...
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Beware of Online Shopping Scams

Cybercrime is an unfortunate fact of modern life. Criminals are constantly on the lookout for ways to get their hands on information...
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Shop Around for Tax Breaks on College Expenses

Until you have a child applying for or attending college, the high costs may not seem real. That changes quickly when paying...
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What Are Non-Discretionary vs. Discretionary Expenses?

What’s a non-discretionary budget item? Your cable bill? A gym membership? Your mortgage? One of the biggest mistakes you can make when...
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