Dominic Rice - Financial Consultant

"Dying without a will means the state takes over, and its decisions may look nothing like what you would have wanted."

7 Things That Happen When You Die Without a Will Dying without a will means the state takes over, and its decisions may look nothing like what you would have wanted.

"a mere 12% of retirement savers in the U.S. have enough funds set aside to last more than 10 years, a new survey warns."

Most Americans are at risk of outliving their retirement savings People are living longer, but new research warns that many may outlive their savings.

We have a new summer intern. Bella just finished her freshman year majoring in finance at The University of Wisconsin Milwaukee on the Dean's List. Schedule your summer appointment now and meet her in person at your next meeting between June 1st and August 30th.

Motivational Monday

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Have a great Friday!

Did you know?? May is Mental Health Awareness Month

This is a time to raise awareness of and reduce the stigma surrounding behavioral health conditions, as well as highlighting the ways how mental illness and addiction can affect all of us – patients, providers, families, and our society at large."

Happy Memorial Day!

Need help with your financial planning? Give me a call at 262-787-3207.

Check your documents!

5 Documents That Protect Your Decisions When You Can’t Speak for Yourself These five essential documents uphold your financial and medical wishes if you can’t speak for yourself. Get them in order today to avoid court involvement and family conflict.

Motivational Monday

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