Rob Wallace, CFP, AAMS

05/13/2025

As we navigate the evolving landscape of AI, understanding its macroeconomic implications is crucial for both individuals and families planning their financial futures. Increased productivity, driven by AI advancements, is predicted to impact savings and investment strategies significantly. This insight can help you make informed decisions as AI adoption escalates globally. Let's engage in a dialogue about how these developments might shape our financial planning strategies. Read more to dive deeper!

Lower cost AI could spur more adoption of the technology. Goldman Sachs Research forecasts a 15% boost to US labor productivity from AI over 10 years.

05/12/2025

In an ever-changing environment, smart decision-making is key. Insights from experts reveal how focus, dialogue, and risk evaluation can transform leadership. Dive into these articles for actionable strategies to enhance your financial future. Let’s discuss!

Six experts reveal how top leaders make smart decisions under pressure—by rethinking risk, focusing attention, fostering trust, and adapting ahead of change.

05/11/2025

Today we celebrate the strength, love, and endless dedication of all the incredible moms out there. Whether you're a mother, stepmom, grandmother, or a mother figure—thank you for everything you do. 💖

05/10/2025

As we approach potential changes in estate and gift tax exemptions, it's crucial to revisit your financial strategies. The article from Raymond James highlights the importance of proactive planning to ensure your legacy remains intact. Understanding these shifts can make a significant difference for you and your loved ones. Let’s start a conversation about your estate and gifting plans—it's never too early to prepare! https://ow.ly/EfME50VOLIX

05/08/2025

Tax season brings new insights! Average refunds are up 3.3%, but fewer are issued. Let's discuss how these changes impact your financial strategy and future planning.

New data from the Internal Revenue Service shows that the average tax refund amount is up over 3% from a year ago, though the number of refunds issued is down by more than 1%.

05/07/2025

Facing a layoff near retirement? It might be a wake-up call—or an opportunity. Evaluate your finances to see if early retirement is feasible. Read more for key insights and next steps!

If you are close to retirement when you get laid off from your job, should you take early retirement or get back in the job market? Examining your savings, investments, and income streams may help you choose.

04/28/2025

Navigating college planning can feel overwhelming, especially with potential federal changes looming. It's vital to understand costs, aid options, and utilize tools for clarity. Empower your family with informed choices for a financially sound educational journey!

College decisions this year seem even more complex than usual, including determining whether a school is a 'financial fit.' Here's how to find your way through the maze.

04/25/2025

Understanding the pivotal role of Social Security is crucial for financial planning. It safeguards against risks like disability and loss of income. Explore its impact on Wisconsin and how changes could affect your future savings.

The insurance protection that Social Security programs provide has tangible economic benefits. Without them, we all need to rethink our finances.

04/23/2025

Understanding how tariffs can impact your financial future is key in today’s economy. Higher prices on imported goods could affect your budget. Let’s discuss how to navigate these changes!

Trump's wide-ranging tariffs have been dubbed "worse than the worst-case scenario," but the specifics of the plan and what it'll mean for you have continued to change.

04/14/2025

Managing your finances during uncertain times can be challenging. Learn why sticking to direct deposit for Social Security benefits is crucial for safeguarding your money. Protect yourself from bad advice and scams! Read more to stay informed.

Only a small group of people get their Social Security payments by paper check, but that's set to end. What to know about direct deposit.

03/12/2025

The job market remains steady, but uncertainties loom with trade tensions and shifts in immigration policies. Explore insights on the current economic climate and its potential impact on your financial future. Let’s discuss how these trends may affect your plans.

The U.S. labor market likely kept on churning out jobs last month, economists say, but the outlook is cloudy and getting cloudier as the Trump administration wages trade wars, purges federal employees and seeks to deport millions of immigrants

03/11/2025

Navigating tax changes is crucial for effective financial planning. The recent House budget proposal could reshape our financial landscape significantly. Understanding potential shifts is essential for your future. Dive into this insightful analysis to stay informed and strategize effectively!

Brackets may change. The standard deduction could fall. And President Trump will probably not remove taxes on Social Security income.