Avoid Phishing Scams Appearing to be from Schwab

Cybersecurity attacks are becoming more prevalent and sophisticated. If you receive a message that is unusual or unexpected, call Schwab or WFA via a known and trusted phone number.

For more information on known scams and ways to protect yourself, watch WFA’s
YouTube video.

Wisconsin Tax Deduction for Edvest Contributions

The 2023 and 2024 Wisconsin income tax deduction for Edvest contributions is $3,860 and $4,000, respectively, for each contributor per beneficiary. The deadline for 2023 contributions is the tax filing deadline, April 15, 2024.

Contribution Limits for Tax Year 2023

You have until the tax filing deadline to contribute to many tax-deferred accounts for the prior calendar year. Read more about contributions you can make to a SEP-IRA, IRA, ROTH, HSA and Edvest accounts.

WFA YouTube

Be sure to visit WFA’s YouTube page and check out webinar recaps and vidoes.

Our Suite of Financial Planning Services

Investment
Management

Tax
Planning

Divorce
Planning

Insurance
Planning

Retirement
Planning

Estate
Planning

Our Commitment to You AS TRUSTED FINANCIAL PLANNERS

At WFA Asset Management Corporation, our Milwaukee-based, fee-only investment & retirement advisors are committed to assisting you as you strive to achieve your financial goals. This responsibility is both a commitment and an honor. It defines who we are as a company.

Offering a small-town feel to the “millionaire next door”, our CPAs and CERTIFIED FINANCIAL PLANNERS™ use objective research when providing unbiased advice tailored to your investment and income tax situation as you navigate life-changing events like a new job, an expanding family, retirement, or receipt of an inheritance. By helping you navigate these life obstacles as well as standard market volatility so you can live a happy, comfortable life, you will also create a financial legacy for your loved ones.

Asset Management For You And The Generations To Come

Our team is always working diligently to ensure our clients receive the best possible advice for their individual situation, whether it’s diversifying a portfolio or helping younger generations manage inherited wealth. We maintain our commitment further through continuing education, both ours and yours through:

 

  • Regular communication that interprets changes in economic metrics/markets
  • Comprehensively analyzing regulatory matters so you can understand how new legislation affects your investments and financial goals
  • Enhanced service offerings that incorporate online tools to provide 24/7 access to portfolio activity
  • Consolidating account information so you can better understand both big picture and granular metrics

We will help you weather the storm

Market volatility is normal and should be expected. Let us explain how our philosophy on diversification and application of Modern Portfolio Theory can help your portfolio stay on course with your short-term plans and long-term goals.
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The Secure Act Changed Distribution Rules

On December 23, 2022, President Biden signed the SECURE 2.0 Act of 2022, which will restructure most Americans’ 401(k) plans and change retirement contributions and withdrawals.

Financial Freedom is Possible

For nearly 40 years, WFA has helped clients get control of their financial situation and feel empowered to make sound decisions when confronted with life’s challenges. Learn from our knowledge and expertise as you continue your journey towards financial independence.

Contact Us Today