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Financial Planning

Pandemic-inspired retirement rehearsal

By Joel Dresang
Rehearsal helps performance. It conditions us. It informs our expectations. It lets us anticipate how we’ll handle a situation. Even improvisers rehearse. Research suggests rehearsal can help retirement, too. […]



Taking risks, fearing the wrong thing

By Joel Dresang
Life is full of risks, and as we try to assess how to handle them, it’s common to misjudge which risks to fear the most. […]



Later Tax Day for 2021: May 17

For the second year in a row, the COVID-19 coronavirus has pushed back the deadline for federal income tax filing. Taxes are due Monday, May 17, 2021, rather than the traditional Tax Day of April 15. Quarterly estimated tax payments are still due on April 15. The Wisconsin Department of Revenue also is extending the due date for state taxes to May 17. […]



Embracing (at least facing) uncertainty

By Joel Dresang
I’m always hearing how investors don’t like uncertainty, but more research suggests it can be beneficial. […]



The return of required distributions

For retirees 72 and older, the required minimum distribution is back in 2021, which means planning with advisors sooner than later. […]



Relearning peekaboo in the pandemic

By Joel Dresang
Behaving as if we have no memory of life before COVID-19, no vision beyond our current confinement, may be affecting how we deal with our retirement investments. […]



Don’t underestimate how much you’ll change

By Joel Dresang
Keeping in mind that somehow our personality, tastes and values will change—just as they have in the past—can help us be more open-minded and flexible in our planning. We shouldn’t prepare for the future assuming we’ll always be who we are now. […]



Don’t believe everything I read

By Joel Dresang
A study published in the Journals of Gerontology: Social Sciences found “clear and alarming” evidence of declines in cognitive functioning among baby boomers. Findings could mean a reversal in recent trends of less dementia among older Americans. The financial fallout from a drop-off in cognitive skills is that it tends to coincide with the time in life when wealth is near its peak. [..]



Being open to technological enrichment

By Joel Dresang
My age defines me as a digital immigrant, but I have learned to embrace technology that makes my life easier, especially when I think of retirement and beyond. Regardless of age, technology is playing an increasing role in keeping track of and communicating about our investments. […]



How to get more in tune with technology

Because of the pandemic, more people have become familiar with videoconferencing and interacting virtually with financial professionals, which might make them more curious about ways technology can enrich them. Jason Scuglik has tips for how to learn more about devices and applications. […]



6 ways to get more from virtual appointments

With offices closed for visits, we offer tips for making the most of remote reviews with investment advisors. […]



Mortgage debt in retirement: Worth a talk

By Joel Dresang
In our 30 years as homeowners, my wife and I have had occasional conversations about the urgency of retiring our mortgage. Math always settles it: At a fixed rate below 4%, our home loan is costing us less than the average 6%-7% a year that balanced investments have returned historically. […]




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