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Jamie Williams, CFP®, EIG Wealth Advisor sits down with Dick Schiller, CFA®, CPA® of Pavlic Investment Advisors to discuss the 2024 year and recent market highlights. They also cover current housing interest rates, fixed income investing, and current equity market levels plus the importance of tax planning and cash flow considerations.
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Erin K. Fay, Attorney with Fay Legal, s.c., to discuss estate planning...
EIG Founder and Senior Wealth Advisor, Karen Ellenbecker is joined by Judi Wolters, Community Relations Manager with Capri Senior Communities to discuss the cost...
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor talks with Britt Holterman, M.S., Owner of Legacy Gym MKE, about the importance of fitness and mental...