Senate Bill 451: Understanding the Differences Between Credit Unions and Banks
The Wisconsin State Senate is currently considering a bill to help modernize some language that no longer applies in today’s financial landscape, and therefore causes some administrative hassles for credit unions, specifically. To be clear, we are in support of the majority of the bill. However, there are four provisions that blur the lines between credit unions and banks that we believe should be removed.
If you’re like many people, your understanding of how an annuity works probably looks something like this: You give an insurance company a sum of money, and the insurance company returns the funds to you as a monthly payment for the rest of your life. While accurate, that understanding encompasses only what are referred to as immediate annuities – there are other types available that may be more beneficial in certain circumstances.
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In this presentation, State Bank of Cross Plains trust officer Jeff Supple explains recent IRA rule changes and their tax and planning consequences.
Perhaps the only thing that is certain is, at this point, uncertainty, and that means, at least in investment terms, more volatility on the horizon.
Your 401(k) plan is likely a primary source of retirement income security. Are you doing everything you can to maximize this source of retirement income?
With regard to 401(k)s, many make the critical error of assuming that, once they've set their contribution percentage, there's nothing else to consider.
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How do you go about creating an investment portfolio? What investments are right for you? What resources are there to help you with investment decisions?
In times of crisis, you don't want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you're protected.
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Wealthways is a casual, weekly conversation centered around female empowerment, moving upward, and all things wealth. Listen in as guests explore their own definitions of wealth – be they in terms of money, experience, wisdom, or any other multitude of things – and their personal journeys to achieving it.