Sheboygan WI
Today's investment climate offers many opportunities. At The Financial Group, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
- A clear understanding of their financial situation.
- Recommendations suitable to their current situation.
- Periodic review of their portfolio.
Newsletters
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Consider a Roth Conversion for Tax-Free Income
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
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Mid-Year Is a Great Time to Fine-Tune Your Finances
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?