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Reminder that we are two weeks away from our Shred Event and Food Drive on September 14th! From 9 am - 12 pm we'll have a shred truck in the office parking lot, along with free coffee and donuts. We are also partnering with Feed My People Food Bank for this event, so we encourage all who attend to bring a nonperishable good to donate. 401 Pinnacle Way, Suite 152, Eau Claire, WI 54701
Retirees: Want to Keep Your Money? Make a Tax Plan
Retirement does not mean that the need for financial planning is over! Reviewing common tax rules and strategies even in retirement is a key component to every wealth plan. Angie O'Leary, Head of Wealth Planning and Insured Solutions at RBC Wealth Management, discusses common tax rules that can catch retirees off guard.
Read MoreA beautiful day to golf for a good cause! We annually sponsor the Teddy Bear Classic which benefits the Children’s Dyslexia Center of Upper Wisconsin, and every year we’ve been blessed with great weather (knock on wood). A lot of great money raised, and a lot of golf balls donated to the woods!