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Austin Preece, CFP®, EA
Nov 25, 20242 min read
Save Money On Taxes - Alphanumeric Soup
It’s getting close! The first snowfall made me realize that the end of the year is almost here, so I figured it’s time for a series of...
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Austin Preece, CFP®, EA
Oct 15, 20246 min read
How To Make The Most of Open Enrollment
Wait! Don’t just blindly select the same benefits you had last year! You don’t need to do too much work, but open enrollment is a great...
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Austin Preece, CFP®, EA
Aug 27, 20247 min read
17 Things You Should Know About Your 401(k)
“Will my 401(k) still be there when I leave?” I got this question last week from someone I work with. It’s her first time having access...
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Austin Preece, CFP®, EA
Oct 30, 20235 min read
Planning on Making a Career Move?
Want to make more money? Looking for a higher degree of flexibility or more vacation time? Feeling a little… stuck? Although I’m married...
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Austin Preece, CFP®, EA
Oct 23, 20235 min read
Some Things You Didn’t Know About HSAs (and Some You Did)
You know what’s super cool? Health Savings Accounts (HSAs). HSAs are probably the coolest accounts out there - and no, an HSA didn’t pay...
43 views0 comments
Austin Preece, CFP®, EA
Sep 20, 20232 min read
Unique Planning Opportunities for Wisconsin Educators
During my middle school years, one of my teachers organized a stock picking simulation that aimed to instill financial knowledge in our...
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