All Posts by

Julie Williams, ADPA®

Julie is a wealth advisor in our Delafield, Wisconsin office.
engaging non-financial spouse in planning discussions

Engaging Both Partners: Why It’s Critical to Include a Non-Financial Spouse in Planning Discussions

Relationships are many things, and one of those things is a financial partnership. But what happens if one part of ...

domestic partnership adpa

Domestic Partnership vs. Marriage: Financial Considerations

In the past, marriage was often considered the traditional next step as relationships progress and couples start planning for their ...

avoid outliving assets

How to Avoid Outliving Your Assets

According to the Social Security Administration, average life expectancies for current retirees are now 86.5 for women and 84 for ...

mortgage invest estate plan

Should I Pay Off My Mortgage or Invest?

Most of our clients will at some point ask if paying off—or more aggressively paying down—their mortgage is a prudent ...


Understanding Qualified Charitable Distributions (QCDs)

Don’t make the loss of a tax deduction your reason for not giving Charitable giving stems from an intrinsic desire ...


5 Myths about Financial Planning

Managing finances can be daunting with all the intricacies and uncertainties involved. Even if you feel like you’re successfully tackling ...