by mkeretire | Sep 3, 2026 | market update
(Market information current as of September 2, 2026) If last month’s market theme was resilience, August brought another encouraging development: participation. Stocks continued moving higher during much of the month, but what was especially encouraging was that...
by mkeretire | Sep 2, 2026 | retirement
A successful retirement isn’t only about making your money last. It’s also having the confidence to enjoy the life you worked so hard to build. When people think about retirement risks, the usual concerns come to mind: Running out of money Market downturns...
by mkeretire | Sep 2, 2026 | retirement
A retirement projection shows you what could happen if everything goes according to plan. A retirement plan helps prepare you for what happens when it doesn’t. One of the most common misconceptions I see is this: Many people believe they have a retirement...
by mkeretire | Aug 24, 2026 | retirement
Saving enough to retire is only part of the equation. The real challenge is creating a plan designed to support you throughout retirement. Several years ago, something changed the way I thought about retirement planning. Like many advisors early in my career, I...
by mkeretire | Aug 6, 2026 | long-term care
Long-term care isn’t simply a healthcare concern. A significant long-term care event can also become a major financial event in retirement. When most people throughout the Greater Milwaukee area think about healthcare in retirement, they’re probably...
