Banking & Finance

The check is in the e-mail

As the Oct. 28 enactment of the Check 21 federal banking regulation looms, many southeastern Wisconsin banks are contemplating...

New IRS regulations allow for retroactive deductibles for business vehicles

Delivery vans are not exactly my idea of luxury vehicles. However, they have long been considered as such under...

Merger & acquisition activity picking up

After several flat years, merger and acquisition activity in Wisconsin finally appears to be picking up steam, with several...

Opportunities Inc. opens another plant in Oconomowoc

Opportunities Inc., a nonprofit corporation that specializes in helping people find employment, recently added a 15,000-square-foot plant in Oconomowoc...

New law provides opportunities for new venture capital investment in Wisconsin

On April 15, Gov. Jim Doyle signed into law Wisconsin Act 255, which provides investment incentives and assistance to...

Early IRA withdrawals

The individual retirement account (IRA) frequently forms an important part of the retirement income strategy of a working person....
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Who do you trust?

Who do you trust when it comes to managing and investing your money? "Who do you trust?" (the title...

Women face obstacles to stable retirement

Women who return to the workforce after raising children often discover they have lost precious time for contributing to...

Redefining Retirement

Sooner or later, my coaching clients open up a conversation about retirement - especially the clients who fall into...

Too busy to learn

Americans 45 and older, who control more than half of the nation's consumer economy, lack the time to manage...

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