The Filla Latzke Group

10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/07/2026

We are excited to be hosting a seminar called “Emerging Trends and Important Considerations in Elder Care” on October 29th. Jenny Wagner from Vesta Senior Network will lead the discussion. Whether you are thinking about eldercare for yourself or helping your parents make these decisions, we think you will find value in learning more about this important topic. Topics being covered include options for care, available resources, costs, logistics, and more. Visit our website to learn more and register!

https://bit.ly/3Wcouf6

09/21/2026

Scott and Val celebrated their 23rd wedding anniversary with a hiking trip to Beaver Creek, Colorado.

09/16/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

08/12/2026

The Filla Latzke Group Summer 2026 Commentary is now available to download!

See helpful financial advice videos and downloadable resources from The Filla Latzke Group, a financial advisor in Mequon, WI.

08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

07/07/2026

Mark and his family enjoyed a wonderful vacation to Norway recently. They set sail from Southampton, England and made their way through the stunningly beautiful fjords of Norway. Two hikes sent them more than 1000 feet above the fjords and resulted is some great photo opps.

06/24/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction