As a financial services firm in the Milwaukee area, we’ve helped several WE Energies employees reach their ideal retirement. So, we are well-versed in the key retirement considerations they need to make, plus ways to avoid common pitfalls. Tune in for the complete breakdown of WE Energies’ 2021 Retired Employee Benefits Guide.

It’s good to have a consistent income source during retirement that you can rely upon, no matter how the economy is performing. Discover how you can cope with the uncertainties brought by today’s complex retirement planning landscape and create a consistent income for life.

There are various articles on the internet claiming that the rich are “dodging” or “avoiding” taxes. But are they? Believe it or not, but a lot of tax saving strategies used by them are completely legal. They just know how to leverage the different tax codes to their advantage. Discover how you can do it too!

In this short teaser, Jeremy Keil provides a quick introduction to what Series I savings Bonds entail, and provides a sneak peek into a future podcast episode on US government bonds.

A lot of business owners retire by selling off their business. What if we told you there’s a better way? A way to maintain your business income after retirement. A way that makes your retirement more meaningful. A way that lets you keep the business you’re so passionate about, while losing all of the stress of managing it! It’s called Half-Retirement. Jim Muehlhausen explains what it’s all about and how you can achieve it.

As interest rates continue to be low, it can be difficult to cope with inflation. This can lead to a negative real return net of inflation, with your money losing value every day! Don’t worry. Your search for greater interest rates ends here. Today, we’ll introduce you to a less-known government security that can help you cope with inflation with minimal risk: the U.S. Series I Savings Bond (I Bond).

What happens when you or your spouse unexpectedly passes away? No one likes this question. But it’s an extremely important one to think about. This blog post explains the 4 must-knows of estate planning to help you protect your loved ones plus optimize your inheritance process.

While trying to find the ideal long-term care (LTC) insurance plan, you might encounter various questions. Our recent episode with Carol Burk, a LTC solutions specialist at Newman Long Term Care discusses 7 pro-tips for efficient long-term care planning to help you deal with unexpected medical crises without putting yourself into financial distress.

There are so many different options available to meet your unique care needs –– independent living, assisted living, memory care, nursing homes, and even in-home care. Our recent episode with Kris Kiefer, the owner and vice president of Castle Senior Living, discusses how each of these facilities fall on the continuum of care.

You can’t miss episode 51 of the Retirement Revealed Podcast! Your host Jeremy Keil sits down with Marty Schreiber, and Mary Ann Clairday to talk about the more frequently asked questions about Alzheimer caregiving.