Arewarding aspect of hosting a small business radio show and mentoring business owners in Northeast Wisconsin is learning about the incredible variety of businesses in this area. Most have growth plans and we enjoy learning of or helping with. However, there is an innovative and driven subse…

I n the fall, many employers offer an open enrollment period — a window of time to select your benefits package for the coming year. It’s easy to overlook this opportunity and maintain the status quo, but this could be a costly mistake given the significant role benefits play in your financi…

Green Bay-based Nicolet Bankshares Inc., the parent company of Nicolet National Bank, completed its acquisition of Mackinac Financial Corp., parent company of mBank, on Sept. 3. mBank had 28 branches in Northcentral Wisconsin and the Upper Peninsula of Michigan.

Cryptocurrencies such as Bitcoin, Ethereum and the satirically named Dogecoin have seen increased news coverage in recent months. The 24-hour high value of Bitcoin on August 1 was $46,691.09. But what, exactly, is cryptocurrency, and how can you incorporate it into your estate plan?

The common “wisdom” is that you should wait to start withdrawing from your IRAs until you are required to do so. That used to be in the year you turned 70-½, but that has now been changed to the year you turn 72.

Whether fresh out of school or several years into a professional career, managing money and planning their financial future are among the top priorities for young professionals., but given competing interests such as marrying or finding a life partner, repaying college debt, starting a famil…

Like many investors, you may own shares of stock (or other assets like mutual funds) that have appreciated in value given the generally favorable environment for the markets in recent years. If the stock is held in a taxable account, it means that a decision to sell shares at some point in t…

For most investors, it’s no surprise that markets are subject to up-and-down fluctuations over time. If you are investing with a long-term perspective, it’s pretty common for your portfolio to experience temporary declines in value. Given enough time, markets generally have shown an ability …

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GREEN BAY, Wis. and MANITOWOC, Wis., June 22, 2021 (GLOBE NEWSWIRE) -- Nicolet Bankshares, Inc. (NASDAQ: NCBS) (“Nicolet”) and County Bancorp, Inc., (NASDAQ: ICBK) (“County”) today jointly announced the execution of a definitive merger agreement pursuant to which Nicolet will acquire County …

While it’s too soon to guess whether President Biden’s tax proposal is more likely to become law this year or next, it’s reasonable to assume January 1, 2022 may be the effective date of a new tax regime.

Nicolet National Bank, which has a number of branches throughout Northcentral Wisconsin, is expanding its reach into Michigan with the acquisition of Mackinac Financial Corporation and its banking subsidiary, mBank.

Asavings and loan crisis in the 1980s, a series of global finance crises in the 1990s, accounting scandals around the turn of this century, and the financial crisis of 2007, all contributed to increasing regulation for banks and other lenders. This year, in late March, we had another inciden…

Two emotions are likely to strike those who are nearing retirement — excitement and fear. Leaving the world of alarm clocks and offices and having time to pursue your own passions on a daily basis is liberating — but the apprehension of entering a new life stage can easily creep in. Although…

Saving money. It’s the simple yet essential key to building and maintaining wealth and financial comfort. And a new year may be the best time to start. 

PSB Holdings, parent company of Peoples State Bank and Waukesha Bankshares, parent company of Sunset Bank & Savings jointly announced the execution of an Agreement and Plan to Merge in a cash transaction whereby PSB will acquire WBI and Sunset.

For many of us, the new year means a fresh start and the chance to set new goals. As you consider your resolutions, you may want to add “strengthen my financial foundation” to the list.

With COVID-19 spreading across the country, parents also saw a wave of adult children move back home. Pew Research recently found that 52 percent of 18 to 29-year-olds now live in a parent’s house.

Retirement planning, like many things in life, is more of a marathon than a sprint. You want to maintain a steady pace toward the finish line, and you definitely don’t want to hit a detour. Many individuals who have been planning for retirement may find themselves approaching a potential det…

COVID-19 is having a profound effect on household finances across the country. Many Americans have been laid off or required to accept reduced hours on the job. Parents who continue to work find themselves in a childcare bind due to closed schools and daycare centers.

Every morning my son has Eggos. Cinnamon toast flavored. Every morning. I can’t imagine eating the same thing that I ate yesterday. I suffer from a behavior all too common to many. The Recency Effect. I feel the same way about leftovers. If I ate it yesterday, I don’t want it today. 

During the course of their lifetime, the average American changes jobs 12 times and works for 5-7 different employers. If this rings true for you, you may be among the millions of people who have started 401(k) or 403(b) plans with multiple companies over the years.

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You have probably seen articles in the financial press recently about the danger of making “emotional” decisions during the current economic crisis. This theme crops up anytime we have a period of economic uncertainty, as writers weigh in on how investors can avoid making decisions that run …

I n these challenging economic times, many worthwhile charitable organizations find themselves in a precarious financial position. Meanwhile, they are experiencing unprecedented demand, especially those charities that provide basic needs like food and shelter.

Every small business in Marathon County has been impacted negatively by the COVID-19 pandemic. The small business with less than ten (10) employees along with independent contractors and sole proprietors normally did not qualify for any of the funding programs from the federal government or …

On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief and Economic Security Act (CARES Act). The CARES Act provides approximately $2.2 Trillion of economic relief and stimulus designed to help the United States economy and its citizens endure the shutdowns and hardsh…

Historic market volatility has washed over the globe in recent weeks. The spread of COVID-19 (coronavirus) has precipitated a record drop in the stock market and a sharp plunge in bond yields. People around the world are facing a health crisis that’s driving an economic crisis, which rightfu…

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The U.S. Small Business Administration is offering low-interest federal disaster loans for working capital to Wisconsin small businesses suffering substantial economic injury as a result of the Coronavirus (COVID-19). SBA acted under its own authority, as provided by the Coronavirus Prepared…

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GREEN BAY, WI, March 2, 2020 – Nicolet Bankshares, Inc. (NASDAQ: NCBS) (“Nicolet”) and Advantage Community Bancshares, Inc. (“Advantage”) today jointly announce the execution of a definitive merger agreement, pursuant to which Nicolet will acquire Advantage and its wholly-owned banking subsi…

Many parents have children who have accrued significant debt while they are in college. College graduates often have multiple loans — each one requiring its own payments on its own due date each month. Aside from parents giving money, there are steps they can encourage their child to take to…

Members of CoVantage Credit Union are invited to attend the organization’s 67th Annual Membership Meeting on Wednesday, February 19. The meeting will begin at 7:00 p.m. in the Volm Theatre, Antigo High School, 1900 Tenth Avenue in Antigo. Member registration begins at 6:00 p.m.

Wine Time, a wine and gift shop opened at 3708 Rib Mountain Drive in Rib Mountain. It sells wine made exclusively at its Woodland Trail Winery in Lakewood

Time Federal Savings Bank recently merged with River Cities Bank to expand the bank to have nine locations, offer secondary market loans, add business products and services, upgrade their technology and more.   Because of this transition, Time Federal Savings Bank will be changing their name…

One of the best and easiest ways to invest in your future is to stay up to date on your financial literacy. It’s important to stay current on financial trends and to constantly be aware of and reevaluate your financial situation. Knowing your current financial state helps you create a plan t…

AbbyBank announced the closing of a definitive agreement under which State Bank’s assets and liabilities became part of AbbyBank as of October 25.

The Solo 401(k) should be an eye opener if you are an independent business owner. This savings tool has found its niche in the small business owner’s world. While the parameters are narrow, the savings opportunities are magnified, especially when compared with other retirement savings options.

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CoVantage Cares Foundation has announced the kickoff of their annual 2-week fundraising campaign.  The event will begin Tuesday, December 3, which has become known nationally as “Giving Tuesday,” and will end on December 17. Funds generated will be matched with up to $150,000 in contribution…

Owners of closely held businesses know their financial plans, retirement plans and estate plans are inextricably linked to the value of the business. Therefore, a well-constructed plan should minimize (or eliminate) events that can destroy business value.

AbbyBank announced the closing of a definitive agreement under which State Bank’s assets and liabilities became part of AbbyBank as of October 25, 2019. 

Today it’s common for Americans to spend 2, 3 or even 4 decades in retirement. This means people have ample time to relax and achieve a bucket list of dreams. However, the flip side is that retirees need to ensure they have enough savings to last through their lifetime. One complicating fact…