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David Jordan, CFP®
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A couple reviews a household budget beside a laptop, calculator, savings documents, and utility bills.
October 20, 2026

Kenosha, WI Guide to Preserving Purchasing Power

Parent and child review a college savings plan at a kitchen table beside a laptop and household budget.
October 13, 2026

Planning Ahead for College Costs in Kenosha, WI

Couple reviewing a household budget, savings account statement, and bills at a kitchen table.
October 6, 2026

Financial Recession Preparation for Kenosha, WI Households

Family reviewing estate documents at a dining table with folders, a notebook, and a calculator.
September 29, 2026

Kenosha, WI Guide to Protecting Your Wishes and Family’s Future

Banking photo from Adobe Stock
September 15, 2026

Kenosha, WI Guide to Building a Balanced Investment Mix

A couple sits at a kitchen table reviewing a household budget with papers and a laptop.
September 8, 2026

How Couples Can Combine Their Finances Smoothly in Kenosha, WI

A family sitting at a kitchen table reviewing bills and financial documents with a calculator and notepad.
August 31, 2026

Balancing Debt Repayment and Investing Decisions: Guidance for Households

A local family discussing finances together at their kitchen table with papers, a laptop, and a mug.
August 24, 2026

How to Grow Your Wealth While Minimizing Taxes in Kenosha, WI

A person sits at a kitchen table sorting household bills and organizing finances with a notebook and calculator.
August 15, 2026

Steps for Starting an Emergency Fund for Kenosha, WI Residents

A middle-aged couple reviews investment documents together at a dining table with a laptop and calculator.
August 3, 2026

How Higher Interest Rates Can Influence Personal Investments for Local Families

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