by JSA_Admin | Jul 7, 2023
Erik Barker, CFP® Associate Wealth Advisor Erik is an associate advisor at Jacobson & Schmitt Advisors. He joined the firm in 2023 after graduating from UW-Madison with a degree in financial planning. Erik is passionate about helping others and believes that...
by JSA_Admin | Jan 13, 2023
Stay Connected with JSAStay connected with the JSA Blog Success! First Name Last Name Email...
by JSA_Admin | Nov 8, 2022
Frank & June – Achieving multi-generational goals I know we’re going to be OK, but what can I do to help my children and grandchildren? Are there better ways to help my family? Will these gifts promote laziness among our kids? Background When Frank and June...
by JSA_Admin | Nov 8, 2022
Do I have enough money to retire? How will I get my money when the paycheck stops? Should my allocations change now that I’m going to retire? Will my spouse be OK? Background These were the questions Joe, a 68-year-old executive, and Suzanne, a 60-year-old...
by JSA_Admin | Nov 8, 2022
Joe & Suzanne – Becoming Retirement Ready Do I have enough money to retire? How will I get my money when the paycheck stops? Should my allocations change now that I’m going to retire? Will my spouse be OK? Background These were the questions Joe, a...
