Guess who said it! Tell us in the comments below and we will reveal the answer tomorrow.
#WitekWealthManagement #GuessWho #MeetTheTeam
A Cash Balance Plan (CBP), also known as a Cash Balance Pension Plan, is another retirement savings plan that may provide substantial benefits for a business owner.
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It's the big day! Spring lovers rejoice! Phil says we are in for an early spring this year!
#GroundhogDay #WitekWealthManagement
This month we want to highlight how a financial advisor can hep you. Tune in tomorrow, April 23rd, to 103.9 WLPO to hear an overview from our very own Spencer Luecke. She will be on shortly after the 9 o'clock hour.
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Inflation, the silent force shaping our economic landscape, often creeps into our lives unnoticed until its effects become palpable. Its impact on retirement planning, in particular, underscores its double-edged nature.
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Guess who said it! Tell us in the comments below and we will reveal the answer tomorrow.
#WitekWealthManagement #GuessWho #MeetTheTeam
Today is Superhero day! If you could have one superpower, what would it be?
#SuperheroDay #WitekWealthManagement
Join us and together we can plan your financial future as advisor and client. May the 4th be with you.
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#StarWarsDay #FinancialPlanning #FinancialAdvisor #WitekWealthManagement
Over 150 S&P 500 companies reported quarterly earnings last week, including the first batch of big tech names. Here we recap the week’s events and check in on sentiment.
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