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Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React Once Upon a Goal

Welcome to West Madison Wealth Management

We are glad you've taken the time to visit our website, because we believe, that in an environment where increasingly challenging financial markets, longer life expectancies, and the financial complexities of modern family, are the norm rather than the exception, everyone can benefit for experienced advice. With that in mind, we seek to help our clients navigate through these markets, and at the same time create long term partnerships as your trusted advisors. We are committed to helping you work toward your lifetime goals, by building a prudent financial plan, and the strategies to execute the plan. We start by initially defining the goals and targets, and as time passes by, and conditions change, we'll work together to adjust our plans and strategies as needed to help keep us on track.

If you are thinking of becoming one of our clients, please reach out to us, your interest is welcome, and we will set time aside to visit, and learn more about you and the kind of services you're seeking.

Whether you're a new private investor, experienced and sophisticated, or already planning on structuring a multi-generation plan; or if you are an institutional investor seeking help for your company, cash management solutions, 401(k) plan, or you're looking for help managing your foundations assets, let's set time to talk and see how we can work together.

Helpful Content

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

 

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Business Cycle

How will you weather the ups and downs of the business cycle?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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