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Wichert Financial Services Blog

4 Questions Adult Children Should Ask Their Parents Over the Holidays

It’s beginning to look a lot like Thanksgiving . . . and then Hanukkah, Christmas, Kwanzaa, and New Year’s Eve will follow. These are prime holidays for family gatherings, which can offer in-person opportunities to have...

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Your Year-End Financial Planning Checklist for 2023

As 2023 winds down, your focus may begin turning to holiday planning, family gatherings, and delicious food. You might even entertain the idea of getting your tax documents in order. Consider going a few steps further...

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How to Ensure That You’re Financially Prepared for an Emergency

When you’re starting a business, a family, or any other major life endeavor, you try to think of every risk so you can plan a strategy to put yourself on a path to success. Unfortunately, hardships aren’t always...

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The Importance of Financial Planning

Thinking about your retirement is often placed on the backburner with the busyness of our lives. However, it is critically important that we take a moment to reflect on how we are allocating financial resources for...

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