Dustin Meisel Financial Advisor

Dustin Meisel Financial Advisor Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Dustin Meisel Financial Advisor, Financial service, 1503 N. Spring Street, Beaver Dam, WI.

I enjoy creating relationships that build from the care and expertise they experience when coming to spend time with me and work on their financial situation and goals.

A 401(k) loan might solve a short-term need, but what could it mean for your long-term retirement goals? Here’s what to ...
04/28/2026

A 401(k) loan might solve a short-term need, but what could it mean for your long-term retirement goals? Here’s what to consider.

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Teach Children to Save Day is April 23! The FDIC offers resources for fun, engaging ways to help children learn about mo...
04/23/2026

Teach Children to Save Day is April 23! The FDIC offers resources for fun, engaging ways to help children learn about money and guide their financial education.

FDIC Money Smart for Young People features four free age-appropriate curricula that promote financial understanding and are specifically designed for pre-kinder

A 1035 exchange might be an option that can help you do it without triggering taxes.
04/21/2026

A 1035 exchange might be an option that can help you do it without triggering taxes.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Mobile applications are now a part of everyday life, with a growing number designed to help individuals manage their per...
04/16/2026

Mobile applications are now a part of everyday life, with a growing number designed to help individuals manage their personal finances. Let’s explore what to look for in a personal finance app so you can choose one that supports your financial goals.

An increasing number have been developed to help individuals with their personal finances.

Some details about Social Security often go overlooked. Here are nine key facts to help you make more informed decisions...
04/14/2026

Some details about Social Security often go overlooked. Here are nine key facts to help you make more informed decisions.

There are things about Social Security that might surprise you.

Inflation affects more than prices of goods and services. It can affect your investments, too.
04/09/2026

Inflation affects more than prices of goods and services. It can affect your investments, too.

It's important to understand how inflation is reported and how it can affect investments.

As part of the One Big Beautiful Bill, taxpayers age 65 and older may qualify for a significant new deduction this year....
04/07/2026

As part of the One Big Beautiful Bill, taxpayers age 65 and older may qualify for a significant new deduction this year. Check out who’s eligible, how much it’s worth and whether it affects Social Security.

Who qualifies? How much is it? We answer key questions.

April is Financial Literacy Month. How confident are you in your financial know-how? Brush up with these five essential ...
04/02/2026

April is Financial Literacy Month. How confident are you in your financial know-how? Brush up with these five essential finance basics.

How literate are you when it comes to your finances? Brush up with these five basics.

Think your property’s value has been assessed too high? This article provides some tips if you decide to appeal your loc...
03/31/2026

Think your property’s value has been assessed too high? This article provides some tips if you decide to appeal your local government's assessment to potentially lower your tax bill.

For homeowners who think their property taxes are too high, there are ways to appeal.

Here are six red flags that may make your tax return prime for an IRS audit.
03/26/2026

Here are six red flags that may make your tax return prime for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Address

1503 N. Spring Street
Beaver Dam, WI
53916

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19205574557

Website

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