WisMed Financial Blog
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Personal finance has become more complicated and burdensome than it should. Join other physicians who are turning their concerns about debt, investing, and retirement into a feeling of financial well-being. WisMed Financial, Inc. ("WMF") is a registered investment advisor offering advisory services in the State of WI and in other jurisdictions where exempted.
WisMed Financial Blog
1y ago
Savvy givers often use two charitable tools that can offer significant tax benefits - donor-advised funds and qualified charitable distributions ..read more
WisMed Financial Blog
1y ago
Want to be happier? Change your financial decisions. Research has shown that there is a direct correlation between money and happiness. However, the relationship is not as straightforward as it may seem ..read more
WisMed Financial Blog
1y ago
Contributing too much too early into your 401(k) or 403(b) could mean missing employer matching contributions ..read more