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I believe that most people can find much of what they need online with regard to their financial planning. It is the more sophisticated or in-depth planning, i.e. investment management, retirement income planning, college funding, long term care planning or estate planning, that requires a professional. Here are some links that can help you with the basics of your financial plan.

  Web Link
  Link   Bloomberg Calculators
Financial Planning calculators by Bloomberg: Auto Loan, Mortgage, Retirement...
  Link   Bank Rate
Bankrate, Inc. is the Web's leading aggregator of financial rate information. Bankrate's rate data research offering is unique in its depth and breadth. Bankrate continually surveys approximately 4,800 financial institutions in all 50 states in order
  Link   Federal Trade Commission
Almost every day, you're involved in some type of financial transaction requiring an educated decision. This site has information for you, whether you’re shopping for a mortgage or auto loan, checking the accuracy of your credit report, dealing with
  Link   Center for Responsible Lending
The Center for Responsible Lending is a nonprofit, nonpartisan research and policy organization dedicated to protecting homeownership and family wealth by working to eliminate abusive financial practices.
  Link   Annual Credit Report
AnnualCreditReport.com is a centralized service for consumers to request free annual credit reports. It was created by the three nationwide consumer credit reporting companies - Equifax, Experian and TransUnion.
  Link   My FICO Credit Monitoring & Scoring
myFICO® is the consumer division of Fair Isaac, the company that invented the FICO® credit risk score that lenders use. Starting in the 1960s, Fair Isaac sparked a revolution by pioneering credit risk scoring for the financial services industry. This
  Link   Credit Card Ratings
Organization was founded in response to a growing national backlash against credit card debt. Curtis Arnold, founder, is a nationally recognized consumer advocate.
  Link   Clark Howard Show
One the nation's leading consumer advocates addressing various financial issues.
  Link   U.S. Financial Literacy and Education Commission
Providing financial education resources for all Americans.
  Link   Insurance Information Institute
In depth information about all types of insurance.
  Link   NADA Guides
NADAguides.com is committed to providing consumers with the most comprehensive and market-reflective vehicle information available today.
  Link   Kelly Blue Book
The trusted source for automobile pricing information and reviews.
  Link   Edmunds's
Edmunds.com provides True Market ValueSM pricing, unbiased car reviews, ratings, and expert advice to help you get a fair deal.
  Link   College Board
The College Board is a not-for-profit membership association whose mission is to connect students to college success and opportunity.
  Link   Journal of Financial Planning
Articles from the Journal of Financial Planning.
  Link   Financial Planning Magazine
Since 1970, Financial Planning's mission has been to deliver the essential information that independent advisors need to make informed decisions about their business and the clients they serve.
  Link   State Health Facts
Source for state health data.
  Link   Estate Planning: Wisconsin State Law Library
Wisconsin State Law Library estate planning resources.
 

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Bluemound Asset Management, LLC is a Wisconsin Registered Investment Advisor offering various fee-only services for financial planning, investment management, portfolio consulting, stock and option strategy, fixed income investing, pension income planning, 401k design for employers & 401k asset allocation for employees. 

Wisquote Insurance Services, LLC is an Independent Insurance Agency and Brokerage offering life insurance, health insurance, long term care insurance, medicare supplements, medicare advantage plans and disability insurance.

All information herein has been prepared solely for informational purposes and the basis for further discussion or consideration.  This site does not construe and is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or insurance plan.

We offer no legal or accounting advice.

Kirk Spano, 13500 Watertown Plank, Suite 202, Elm Grove, WI 53122  Telephone: 414-617-6669

Serving throughout Wisconsin, including, but not limited to: Milwaukee, Wauwatosa, Brookfield, West Allis, Madison, Sun Prairie, Watertown, Appleton, Green Bay, De Pere, Oshkosh, Fon Du Lac, Sheboygan, Neenah, Manitiwoc, West Bend, La Crosse, Eau Claire, Superior, Wausau, Stevens Point, Waukesha, Menomonee Falls, Germantown, Mequon, Cedarburg, Grafton, Whitefish Bay, Fox Point, Bayside, Shorewood, Glendale, Elm Grove, Brown Deer, Kenosha, Racine, Mount Pleasant, Caledonia, Bay View, Mukwonago, Burlington, East Troy, Waterford, Lake Geneva, Janesville, Beloit, South Milwaukee, Cudahy, Franklin, Oak Creek, New Berlin, Greenfield, Big Bend, Vernon, Muskego...