Neal Roberts - Registered Investment Advisor

Neal Roberts - Sagepoint Financial, Inc

forbes.com

7 Reasons To Revisit Your Estate Plan, Trump Tax Law Aside

It's important to review your estate plan regularly, regardless of recent changes to the law.

forbes.com Trump may have recently passed the “Tax Cuts and Jobs Act” (TCJA), but here are the 7 nontax reasons you should revisit your estate plan and possibly update your prior documents.

money.usnews.com

How to Maximize Your Savings Under the Tax Law

Recent tax changes probably have you wondering what the future holds. Find out what you should prepare for.

money.usnews.com Recent revisions make it even more important for investors to think now about taxes for 2018.

thepennyhoarder.com

How to Talk Finances When You Want Your Love (and Money) to Last Forever

Pick up a few tips from these financially thoughtful couples.

thepennyhoarder.com Money talks don’t have to be awkward. Here’s how to communicate about your finances, whether you’re on a first date or have been married for decades.

nealroberts.myhomehq.biz

Your Financial Health

Stay on top of the latest financial topics by signing up for the newsletter.

nealroberts.myhomehq.biz Receive helpful updates twice a month.

grow.acorns.com

Real-Life ‘Minimalists’ on the (Financial) Magic of Living With Less

Discover the financial benefits of the minimalist movement.

grow.acorns.com Devoted minimalists say saving more isn't the only money-related perk of paring back.

thebalance.com

The Steps You Need to Take Before Retirement

If retirement is inching closer, take these steps to position yourself for success.

thebalance.com There are important steps to take if you are retiring in 10 years or less? Learn more about ways to successfully make the transition to retirement.

kiplinger.com

Are You on Track to Retire?

Look at the numbers carefully when deciding where you stand on retirement savings.

kiplinger.com How to tell if you've saved enough to retire when you want, and what to do if you haven't.

nealroberts.myhomehq.biz

Retirement Saving Do's and Don'ts

Don't make these common mistakes when planning for retirement.

nealroberts.myhomehq.biz Diversifying your portfolio is one good way to stay on track.

nealroberts.myhomehq.biz

Become More Financially Savvy

It's always a good time to learn something new.

nealroberts.myhomehq.biz Subscribe to the semimonthly newsletter today for finance tips and updates.

time.com

21 Things You Should Make Your Kids Pay For

It's never too early to start building good financial habits. Why not let your children manage some of their own expenses?

time.com Kids who need money are more likely to work, and working outside the house helps them develop valuable skills.

thebalance.com

10 College Planning Mistakes Made By Parents

From raising your EFC to dipping into your retirement funds, here are the top 10 college-planning mistakes to avoid.

thebalance.com A list of the top 10 saving, investing, and financial aid mistakes made by parents planning for college for their children. College fund EFC.

usnews.com

What to Expect When Paying for College, Grad School in 2019

Planning ahead for college expenses is key. Here's a look at what to expect.

usnews.com Some possible changes ahead include an overhaul of the federal student loan and work-study programs.

nealroberts.myhomehq.biz

Paying College Costs

Consider these three options to help fund your child's higher education.

nealroberts.myhomehq.biz Co-signing for a student loan and claiming all education-related tax credits are two routes you may want to take.

nealroberts.myhomehq.biz

Subscribe to the Newsletter

Keep your financial planning top of mind. Sign up for the newsletter for helpful info.

nealroberts.myhomehq.biz Sign up and stay tuned for this week's posts.

time.com

Do This One Thing Each Year If You Want a Better Retirement

Here's another reason to consider rebalancing your portfolio.

time.com There is a time-honored way to manage your investment risks while smoothing out the ups and downs in the value of your nest egg on...

money.usnews.com

Why Rich Millennials Aren't Investing

Are young investors really avoiding the stock market?

money.usnews.com Wealthy millennials need to shake off the shadow of the Great Recession and invest.

thebalance.com

Rebalancing Your Investment Portfolio

How often do you look over your investments?

thebalance.com Coming up with a plan to re-balance your investment portfolio either on a schedule or based upon valuation, component, or asset class weight is vital.

nealroberts.myhomehq.biz

Rebalancing Your Portfolio

Regardless of what the market looks like, it's important to craft a well-rounded investment mix.

nealroberts.myhomehq.biz Keep your investments healthy by giving them a checkup on a regular basis.

nealroberts.myhomehq.biz

Subscribe to the Newsletter

The semimonthly newsletter contains educational tips, tools and information to help you achieve your financial goals.

nealroberts.myhomehq.biz Sign up and stay tuned for this week's posts.

kiplinger.com

Does Your Estate Plan Have a Gaping Hole?

Your assets will one day be inherited by those you love. But what about the intangibles?

kiplinger.com Forget your wealth and possessions: Your beliefs, values and wisdom could be the most treasured assets you pass down to the ones you love. To get the ball rolling on a plan for that transfer, you could start by simply writing a letter.

marketwatch.com

How to talk to your family about your estate plan

Discussing estate planning with family members can be difficult. But here's how to do it.

marketwatch.com Relationships matter more than anything else.

money.usnews.com

7 Tips for Merging Finances in Blended Families

Second marriages are becoming increasingly common these days. How can money challenges be avoided?

money.usnews.com Combining two families means combining two financial systems. Getting the parents on the same page is the first step.

nealroberts.myhomehq.biz

Estate Planning for Blended Families

Are you part of a blended family? Don't let estate planning get tricky. Here's how to prepare.

nealroberts.myhomehq.biz Consider your trust options and legacy assets, and pick someone to help you with your financial decisions if need be.

nealroberts.myhomehq.biz

Subscribe to the Newsletter

Let the email newsletter serve as a guide on your path to prosperity. Subscribe now.

nealroberts.myhomehq.biz Sign up and stay tuned for this week's posts.

thestreet.com

Investing In Your Home Remains a Sound Financial Decision for 2018

Many homeowners benefit from mortgage and property tax deductions, along with increasing equity.

thestreet.com Homeowners are still pouring money into their homes as renovations and upkeep are generating a large portion of sales for Home Depot.

kiplinger.com

What Do You Know About Tax Brackets?

Take the quiz and test your knowledge of tax brackets.

kiplinger.com Whether there are 16, seven, four or two brackets, the breakdown of who pays which tax rates can be confusing. See how well you understand the system.

nealroberts.myhomehq.biz

An Important Checklist

Taxes may not be due until spring, but it wouldn't hurt to do some reviewing and organizing now.

nealroberts.myhomehq.biz Get your annual financial milestones in order early to ensure a smooth experience.

nealroberts.myhomehq.biz

An Inside Look

This week's newsletter will help you start putting together a tax preparation checklist.

nealroberts.myhomehq.biz Are you on the list yet? If not, you should be.

money.cnn.com

How to find your lost retirement benefits

If you've had multiple jobs over the years, you might want to search for money you may have left behind.

money.cnn.com You may have funded pensions or 401(k) accounts that you don't even know exist. Here's how to track down these accounts.

familyhandyman.com

12 Things to Know About Home Repair Loans — The Family Handyman

Do you know the difference between secured and unsecured loans?

familyhandyman.com If you don’t have the cash to front a home repair project, loans are an option. Here are 12 things you should know about home repair loans.

nealroberts.myhomehq.biz

Retirement Dress Rehearsal

Review your finances and consider your standard of living well before you stop working.

nealroberts.myhomehq.biz Taking a hard look at things now can help you avoid problems down the road.

nealroberts.myhomehq.biz

Manage Your Money

Retirement and other financial tips are on their way once you sign up for the newsletter.

nealroberts.myhomehq.biz The next one arrives in three days.

cbsnews.com

3 ways your home could help you in retirement

Is retirement on the horizon? You may be able to use your home to your advantage during the transition.

cbsnews.com Facing a savings gap? Here's how you might be able to use your house to help bridge it

money.usnews.com

The Best Financial Tips for Every Stage of Your Relationship

No matter which stage of your relationship you're in, having similar financial visions is key. How do you handle love and money?

money.usnews.com Whether you're just starting to date or have spent years together, these money tips can help.

nealroberts.myhomehq.biz

Getting Money Smart

Subscribe to the newsletter and start taking the necessary steps toward financial freedom.

nealroberts.myhomehq.biz Make sure to sign up today.

consumeraffairs.com

Financial matters couples should discuss before saying ‘I do’

Before tying the knot, certain matters need to be discussed. The money talk is just one of them.

consumeraffairs.com Money tops the list as one of the leading causes of friction in a relationship. For some married couples, tension stemming from mismatched views about mone

A Couple's Financial Checklist

Do you and your significant other have a healthy financial relationship?

otbd.it No matter what you two decide on, it's important to communicate openly and honestly every step of the way.

nealroberts.myhomehq.biz

Time to Sign Up

Subscribe to the newsletter for financial tips and helpful content you won't want to miss.

nealroberts.myhomehq.biz Today's the day to start investing in valuable reading.

kiplinger.com

The Retiree Tax Quiz

Your savings may be on track, but how much do you know about taxes in retirement? Take the quiz and find out.

kiplinger.com You worked hard for your retirement savings, so the idea of paying taxes on that money isn't exactly appealing. However, if you know what you're doing, you can avoid overpaying Uncle Sam. See how much you know about taxes in retirement by taking our quiz.

consumeraffairs.com

Perceptions of your partner's spending habits could lead to financial conflict

What do you think of your partner's spending habits? If you disagree with them, your perception could be harmful.

consumeraffairs.com Does your partner spend too much money of your hard-earned money, or are they maybe too tight-fisted? A new study shows that regardless of whether they are

fedweek.com

The Pros and Cons of Revocable Trusts

Want more control over your assets? Know the ins and outs of living trusts.

fedweek.com So-called "living trusts," created while you're alive, are increasingly popular. The term typically refers to revocable trusts, because they can be cancele

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Winch Financial Winch Financial
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Check Into Cash Check Into Cash
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Dori Sterkenburg - Thrivent Financial Dori Sterkenburg - Thrivent Financial
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Katie Gostomski, McGlone Mortgage Group - NMLS# 1132646 Katie Gostomski, McGlone Mortgage Group - NMLS# 1132646
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Beth Stubing-Thrivent Financial Beth Stubing-Thrivent Financial
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Tonya Martynowski Country Financial Tonya Martynowski Country Financial
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Independent Retirement Group Independent Retirement Group
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The representatives at Independent Retirement Group help you meet your goals, so that you may "Have Confidence in your Independence".

Arthur Mucciante-Thrivent Financial Arthur Mucciante-Thrivent Financial
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Appleton, 54919

As life evolves, rely on me to provide a variety of financial tools to meet your changing needs. Contact me directly if you have specific questions.

Precision Title Precision Title
2100 S Kensington Dr, Ste 3
Appleton, 54915

Title Insurance Escrow/Closings Title Reports Construction Draws

Hinnendael, Greene & Associates Hinnendael, Greene & Associates
39 Park Pl, Ste 100
Appleton, 54914-8289

A financial advisory practice of Ameriprise Financial Services, Inc.

Local Short Sale & Foreclosure Help Local Short Sale & Foreclosure Help
2835 W College Ave
Appleton, 54914

Inforation about short sale and foreclosure alternatives

Kyle Gauthier - Northwestern Mutual Kyle Gauthier - Northwestern Mutual
4620 N Ballard Rd
Appleton, 54913

My focus is working with young professionals/families that need to deal with issues like managing debt/student loans, changing careers, improving credit score, budgeting, saving, and starting to plan for retirement.