Perhaps the most reliable method to accumulate wealth involves creating a realistic investment plan, sticking with it and educating your heirs so they are prepared to assume the responsibilities when the time comes to pass those assets on to the next generation. Unfortunately, investment planning within the African American community of Milwaukee is underused and… [Read More]
Financial Counseling Archives
Planning for the future requires the right team behind you, WE Wealth Management Group
December 19, 2019Learning to spend within your means
March 8, 2018Spending within your means may sound like a simple rule to follow, but many Americans spend more than they save, which can result in debt. The good news is that it’s completely avoidable, and it’s reversible over time. With a little planning, tracking and adjusting your spending, you can live happily within your means. For… [Read More]