400 Interlake Drive, Ste 200
Madison, WI 53716

Toll Free: 877-890-7676
Phone: 608-663-7676
Fax: 608-663-7677


How to Get Your Kids Exercising

The electronic age may have made life easier and more convenient for you and your children or grandchildren. But it also has made a lot of us more sedentary.

You know what it takes to get exercising: a plan and a little initiative. But how do you get the little ones moving?

Are you Prepared for Retirement Health-Care Costs?

Paying for health care in retirement is not an easy task. Despite rising costs and increasingly complex coverage requirements, you can take steps today to help ensure you’re not struggling tomorrow. As you explore your own retirement planning and health-care expenses, here are some facts to keep in mind:

How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life insurance begins with deciding what is the right amount of life insurance. And, integral to determining the right amount of life insurance is understanding the role of your Social Security Survivorship Benefit (SSSB).

Pay Yourself First - The Holy Grail of Personal Finance

Remember back to your first paycheck. The moment you opened the envelope anticipating the windfall when all your hard work pays off. Then, realty hits. Your takeaway earnings are almost always lower than what you expected.

Things Many Business Owners and Leaders Don’t Know About 401(k) Plans

Please know that our firm, RMR Advisors, is not selling a service nor are we paid in any manner to share this information. We simply feel compelled to share what we have learned while working in the industry and servicing our clients’ businesses.

Welcome back Dara!

We are very excited to share that Dara Biederman is now back at RMR Advisors! After working with Susan and Erik for several years, Dara left RMR in January 2011 to accept a compliance position at the State of Wisconsin Investment Board (SWIB).

Basic internet safety practices reminders

The recent international, internet ransomware attack has prompted us to review some basic internet safety practices:

• Never click on links, read emails or open attachments from people you don’t know or companies you don’t do business with.

If you don’t know where you’re going, then how do you know when you get there?

Regardless of what the market does in the short term, your goals in life don’t go away. All the important goals in life need a well-developed plan. How well are you planning these days?

Happy Spring Cleaning!

Happy spring! Today is the first official day of spring (3/20/17) and as we eagerly look forward to warmer weather, the flowers returning and days with more sunlight another tradition is just around the corner. Spring cleaning is defined as “a thorough cleaning of a house or room, typically undertaken in spring.” But perhaps it can be more than that.

IRS Tax Tips and Personal Data Protection

As tax season is in full swing, we found some helpful suggestions from the IRS website (www.irs.gov) with some steps you can take to protect your personal and financial information.

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