Lake Country Wealth Strategies

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Lake Country Wealth Strategies A financial services firm in Lake Country dedicated to helping. For full disclosures please see our website at: www.lcwealthstrategies.com

College, kids and costs.
10/16/2026

College, kids and costs.

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

How familiar are you with the Federal Reserve? Here is a quick history.
10/13/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

Do you need umbrella insurance? Find out more.
10/09/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
10/06/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

Learn more about whether you need to pay estimated taxes.
10/02/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
09/29/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
09/25/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Thinking of volunteering in retirement? Some considerations.
09/22/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

Property taxes too high? Here are ways to potentially lower your assessment.
09/18/2026

Property taxes too high? Here are ways to potentially lower your assessment.

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

Address

N27W23957 Paul Road Suite 105
Pewaukee, WI
53072

Telephone

+12624432744

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