Neal Roberts - Registered Investment Advisor

Neal Roberts - Sagepoint Financial, Inc

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. 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.

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

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

Pick up a few tips from these financially thoughtful couples. 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.

Your Financial Health

Stay on top of the latest financial topics by signing up for the newsletter. Receive helpful updates twice a month.

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

Discover the financial benefits of the minimalist movement. Devoted minimalists say saving more isn't the only money-related perk of paring back.

The Steps You Need to Take Before Retirement

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

Are You on Track to Retire?

Look at the numbers carefully when deciding where you stand on retirement savings. How to tell if you've saved enough to retire when you want, and what to do if you haven't.

Retirement Saving Do's and Don'ts

Don't make these common mistakes when planning for retirement. Diversifying your portfolio is one good way to stay on track.

Become More Financially Savvy

It's always a good time to learn something new. Subscribe to the semimonthly newsletter today for finance tips and updates.

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

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

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

Paying College Costs

Consider these three options to help fund your child's higher education. Co-signing for a student loan and claiming all education-related tax credits are two routes you may want to take.

Subscribe to the Newsletter

Keep your financial planning top of mind. Sign up for the newsletter for helpful info. Sign up and stay tuned for this week's posts.

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

Here's another reason to consider rebalancing your portfolio. 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...

Why Rich Millennials Aren't Investing

Are young investors really avoiding the stock market? Wealthy millennials need to shake off the shadow of the Great Recession and invest.

Rebalancing Your Investment Portfolio

How often do you look over your investments? 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.

Rebalancing Your Portfolio

Regardless of what the market looks like, it's important to craft a well-rounded investment mix. Keep your investments healthy by giving them a checkup on a regular basis.

Subscribe to the Newsletter

The semimonthly newsletter contains educational tips, tools and information to help you achieve your financial goals. Sign up and stay tuned for this week's posts.

Does Your Estate Plan Have a Gaping Hole?

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

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. Relationships matter more than anything else.

7 Tips for Merging Finances in Blended Families

Second marriages are becoming increasingly common these days. How can money challenges be avoided? Combining two families means combining two financial systems. Getting the parents on the same page is the first step.

Estate Planning for Blended Families

Are you part of a blended family? Don't let estate planning get tricky. Here's how to prepare. Consider your trust options and legacy assets, and pick someone to help you with your financial decisions if need be.

Subscribe to the Newsletter

Let the email newsletter serve as a guide on your path to prosperity. Subscribe now. Sign up and stay tuned for this week's posts.

Investing In Your Home Remains a Sound Financial Decision for 2018

Many homeowners benefit from mortgage and property tax deductions, along with increasing equity. Homeowners are still pouring money into their homes as renovations and upkeep are generating a large portion of sales for Home Depot.

What Do You Know About Tax Brackets?

Take the quiz and test your knowledge of tax brackets. 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.

An Important Checklist

Taxes may not be due until spring, but it wouldn't hurt to do some reviewing and organizing now. Get your annual financial milestones in order early to ensure a smooth experience.

An Inside Look

This week's newsletter will help you start putting together a tax preparation checklist. Are you on the list yet? If not, you should be.

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

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

Do you know the difference between secured and unsecured loans? 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.

Retirement Dress Rehearsal

Review your finances and consider your standard of living well before you stop working. Taking a hard look at things now can help you avoid problems down the road.

Manage Your Money

Retirement and other financial tips are on their way once you sign up for the newsletter. The next one arrives in three days.

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

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

Getting Money Smart

Subscribe to the newsletter and start taking the necessary steps toward financial freedom. Make sure to sign up today.

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

Time to Sign Up

Subscribe to the newsletter for financial tips and helpful content you won't want to miss. Today's the day to start investing in valuable reading.

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. 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.

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. 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

The Pros and Cons of Revocable Trusts

Want more control over your assets? Know the ins and outs of living trusts. So-called "living trusts," created while you're alive, are increasingly popular. The term typically refers to revocable trusts, because they can be cancele

Want your business to be the top-listed Finance Company in Appleton?

Click here to claim your Sponsored Listing.




W6110 Aerotech Dr STE A
Appleton, WI

Opening Hours

Monday 08:30 - 17:00
Tuesday 08:30 - 17:00
Wednesday 08:30 - 17:00
Thursday 08:30 - 17:00
Friday 08:30 - 17:00
Other Appleton finance companies (show all)
Winch Financial Winch Financial
424 E Wisconsin Ave
Appleton, 54911

Founded by Christina Winch 30 years ago, Winch Financial has become a nationally recognized, full service financial planning firm. We take time to get to know our clients, and then design a plan appropriate for their risk tolerance and goals.

Check Into Cash Check Into Cash
420-G E Northland Avenue
Appleton, 54911

Dori Sterkenburg - Thrivent Financial Dori Sterkenburg - Thrivent Financial
2000 E. Milestone Drive, Ste 4
Appleton, 54913

As the Recruiting Specialist, I find the best sales talent to join our team in East WI & Upper MI who will help contribute to our mission

Katie Gostomski, McGlone Mortgage Group - NMLS# 1132646 Katie Gostomski, McGlone Mortgage Group - NMLS# 1132646
3701 E. Evergreen Drive, Suite 700
Appleton, 54913

Licensed mortgage loan officer in AZ, CA, IN, NE, OR, SC and WI.

Beth Stubing-Thrivent Financial Beth Stubing-Thrivent Financial
2000 E. Milestone Dr. Suite 4
Appleton, 54913

Thrivent is a not-for-profit financial services organization offering caring and experienced representatives. Follow us to learn more.

Tonya Martynowski Country Financial Tonya Martynowski Country Financial
5793 Grande Market Drive Suite A
Appleton, 54913

Independent Retirement Group Independent Retirement Group
3405 Commerce Ct
Appleton, 54911

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
114W. Chisholm St.
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.