Business Articles

November 17, 2015

Planning Concerns of Divorcing Couples

Why is it important for you to understand the basics of divorce law? While divorce is certainly a time of emotional turmoil, it's a time of financial upheaval as well. The financial change brought about by divorce can be particularly …
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November 17, 2015

Planning for Remarriage

What is it? If you're planning to remarry, you must decide how you and your fiance will combine your finances, and you'll need to plan a financial strategy that considers the assets, liabilities, and financial responsibilities that each partner …
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November 17, 2015

Planning for Succession of a Business Interest

Business succession planning--what is it? One of the important decisions a business owner must face is when and how to step out of the business--in other words, business succession planning. Do you expect to retire from your business? Do you …
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November 17, 2015

Saving for Your Retirement

Major considerations How much will you need in retirement? When do you plan to retire? What kind of lifestyle do you desire? How much do you have right now that you can count on for your retirement? What about Social Security; do you know …
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November 17, 2015

Setting Financial and Investment Goals

Setting financial and investment goals Setting goals is a very important part of life in general and in financial planning in particular. Before you actually invest your money, you should spend some time considering and setting your personal …
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November 17, 2015

Trusts

What is a trust? A trust is a legal entity that is created when you transfer property to a trustee for the benefit of a third person. The trustee manages the property for the beneficiary in accordance with the terms and the instructions in the …
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November 17, 2015

Will You Outlive Your Money?

Will you outlive your money? Before you retire, take the time to figure out just how much money you'll need for retirement. One of the biggest concerns for retirees is whether their retirement savings will last the rest of their lives-- will …
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November 17, 2015

Wills

What is a will? A will may be the most vital piece of your estate plan, even if your estate is a modest one. It is a legal document that lets you direct how your property will be dispersed (among other things) when you die. It becomes effective …
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November 04, 2015

The Bipartisan Budget Act of 2015

On November 2, 2015, President Obama signed into law the Bipartisan Budget Act of 2015, legislation that raises the federal debt limit and establishes the framework for a two-year budget deal. The legislation, needed to avoid an impending default on …
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October 02, 2015

Heightened Counterfeiting

We are aware of reports coming from multiple sources and regional anti-fraud groups of various types of counterfeit credit card use throughout Wisconsin. A heightened level of counterfeit credit card activity is being used for over-the-counter cash …
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October 01, 2015

ICBA Encourages Consumers to Protect their Data during Cyber Security Awareness Month

Washington, D.C. (Oct. 1, 2015)—Americans live in a mobile society, relying on smartphones, tablets and computers to gather news, make purchases, interact with friends and family, and connect with financial institutions. Increasingly, …
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August 24, 2015

Market Update - Keeping You in the Loop

In light of recent financial market headlines, we want to share our most recent thinking with you. After a relatively uneventful summer, volatility has returned to financial markets around the world in recent days. At the beginning of last week, the …
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