Financial Counseling Archives

Planning for the future requires the right team behind you, WE Wealth Management Group

December 19, 2019

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]

Learning to spend within your means

March 8, 2018

Spending 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]