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Family Financial Planners Oshkosh WI

This page provides useful content and local businesses that can help with your search for Family Financial Planners. You will find helpful, informative articles about Family Financial Planners, including "Marital Bli$$: Eight Money Management Tips to Help You Stop the Fighting and Start the Uniting". You will also find local businesses that provide the products or services that you are looking for. Please scroll down to find the local resources in Oshkosh, WI that will answer all of your questions about Family Financial Planners.

Mr. John M. Schorse, CFP®
(920) 426-2557
2375 State Road 44 Ste B
Oshkosh, WI

Data Provided by:
Ms. Mary P. Wiedenmeier, CFP®
(920) 230-6898
2391 Enterprise Dr
Oshkosh, WI
Firm
LPL Financial Services
Areas of Specialization
Estate Planning, General Financial Planning, Insurance Planning, Investment Management, LGBT Individuals and Couples, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Bryan Drager, CFP®
(920) 426-3376
2331 Enterprise Dr
Oshkosh, WI
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Retirement Income Management

Data Provided by:
Mr. James R. Stahl, CFP®
(920) 235-0590
520 N Koeller St
Oshkosh, WI
Firm
Schenck SC
Areas of Specialization
Accounting, Business Succession Planning, Charitable Giving, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Michael L. Scott, CFP®
(920) 236-6587
222 Ohio St
Oshkosh, WI
Firm
Independence Financial, LLC
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning

Data Provided by:
Ross A. Mueller, CFP®
(920) 230-3054
2900 Universal Street
Oshkosh, WI
Firm
LPL Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

Data Provided by:
Mrs. Cassandra Nf Dorn, CFP®
(920) 230-6898
2391 Enterprise Dr
Oshkosh, WI
Firm
Provident Financial Consultants
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Investment Planning

Data Provided by:
Mr. Roy A. Duxstad, CFP®
(920) 233-4650
1918 S Washburn St
Oshkosh, WI
Firm
Duxstad Fletcher Wealth Planni
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Retirement Income Management, Tax Planning, Wealth Management
Key Considerations
Profession: Not Applicable

Data Provided by:
Mr. Brent A. Antti, CFP®
(920) 426-3376
2331 Enterprise Dr.
Oshkosh, WI
Firm
Ameriprise Finanacial

Data Provided by:
Mr. Thomas A. Casiana, CFP®
(920) 582-0171
5171 N Harbour Dr
Winneconne, WI
Firm
TAC Services
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Data Provided by:

Marital Bli$$: Eight Money Management Tips to Help You Stop the Fighting and Start the Uniting

Provided By: 

Finance

Marital Bli$$: Eight Money Management Tips to Help You Stop the Fighting and Start the Uniting
By Eric Tyson, MBA 
Email
Jul 9, 2010, 17:53

   

Your W-2s have arrived and with them comes the annual marital tension. The two of you made a decent income in 2007 but, once again, there's little to show for it. If you're the "saver" in the marriage, you're glowering at your new-car-buying, Starbucks-swilling, iTunes downloading spouse. If you're the "spendthrift," you're deflecting her righteous indignation with a defensive "What? I'm not allowed to have any fun?"

Yes, this time of year is always rife with money conflicts and regrets-but financial counselor Eric Tyson says it doesn't have to be this way.

"Why not make this the year that you have a frank discussion about the money issues in your marriage?" suggests Tyson, author of the new book Let's Get Real About Money! Profit from the Habits of the Best Personal Finance Managers (FT Press, December 2007, ISBN-10: 0-1323416-1-1, ISBN-13: 978-0-1323416-1-5, $19.99). "For most couples, those insufficient funds are often a result of poor communication skills and other personal problems that result in difficulty handling money. If you don't address these issues head-on, you'll never get a handle on your money."

One problem that plagues modern day marriages is a tendency for the two individuals within a married couple to give in to "me" thinking instead of buying into the "we" thinking that should come when you join your life with someone else's. This phenomenon can lead to selfish overspending practices or, on the other end of the spectrum, secret money stashing.

"I've been surprised over the years by how many people have stashes of money hidden from their spouses," notes Tyson. "Stashing money isn't any healthier than regularly blowing your paycheck and leaving your spouse to pay all the bills. Likewise, if both of you have the same unhealthy spending patterns-say, spending every dollar or hoarding every dollar-you're headed for trouble and unhappiness. Finding financial stability within a marriage is all about balance."

The old cliché is true. While opportunities for conflict abound in marriage, from child rearing to sex to recapping the toothpaste, money issues can set off some of the largest fireworks (and produce plenty of smoldering hot spots just under the surface). Here's Tyson's advice that will help solve your money problems now:

Start talking about money now. Most people are raised to believe that it's impolite and inappropriate to discuss money with others, and are taught that it's a private, personal, and confidential matter. The result is that most couples never seriously talk about money. While dating, they are in denial about the importance of all things financial, even though it's a huge issue looming on the horizon.

"If you avoided talking about money while you were dating-and chances are you did-don't kee...

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