FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Tom Brewer
2800 National Drive #102
Onalaska, WI 54650
(608) 781-9244


501 East Broadway / 6th Street
Winona, MN 55987
(507) 858-6720

 
Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job Timing Your Retirement

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Paying Off a Credit Card

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

 

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Best-Performing Asset Classes

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

9 Facts About Social Security

There are things about Social Security that might surprise you.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

View all articles arrow

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Saving for College

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

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

View all calculators arrow

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

View all videos arrow