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Randy Stary, CFP®

Director

PHONE: 920-433-7300

TOLL-FREE: 800-711-6134

FAX: 920-437-0456

ADDRESS:  440 S Washington,  Green Bay,  WI  54301

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Willie Delwhich, Investment Strategist, and Tim Steffen, Director of Advanced Planning, share their 2019 outlooks from both a market and a wealth management perspective.  

 

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Year-End Financial and Tax Planning Ideas
Although the passing of the Tax Cuts and Jobs Act at the end of 2017 brought with it many changes to the tax law, that doesn’t mean taxpayers need to rethink their year-end plans. For this year, many of the tried and true year-end financial planning strategies still make sense.

Tim Steffen, Baird’s Director of Advanced Planning, recently spoke with Morningstar.com in a video interview, focused on some of the important decisions investors face at year-end.


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The Other Talk

The video to the left provides an encouraging message to give the gift of conversation and planning.









Assisting Aging Parents With Financial Matters

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