Poker Financial Group

06/02/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

05/29/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

05/26/2026

Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

05/22/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

05/19/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

05/15/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

05/12/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

05/08/2026

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

05/08/2026

Over the last few weeks, our community has really shown up for families facing blood cancer.

We’ve already hosted two major events for Blood Cancer United: our Charity Poker Tournament at Revere’s Wells Street Tavern in Delafield and the Laughter > Tears Comedy Gala at Brewfinity in Pewaukee. These nights weren’t just about cards and comedy – they were about coming together to support a cause that hits close to home.

Because of the generosity of our sponsors, players, guests, and friends, we’ve raised over $15,000 so far in this campaign, with more to come before May 30th. From local businesses who stepped up as sponsors, to the comedians who donated their time, to everyone who bought a ticket, played a hand, shared a post, or wrote a check – thank you. You’re the reason this campaign has momentum.

Special thanks to:

The teams at Revere’s Wells Street Tavern and Brewfinity for being incredible hosts

Our sponsors and partners who helped underwrite costs so more dollars go directly to Blood Cancer United

The volunteers and behind‑the‑scenes helpers who made both events run smoothly

We’re not done yet.

Our campaign runs through May 30, and there’s still time to get involved – whether that’s making a donation, helping spread the word, or joining us at one of the remaining events.

If you’d like to support the campaign, you can donate here: https://pages.lls.org/voy/wi/wi26/zpoker.
If you’re interested in sponsoring or getting involved in future events, message me and I’ll share more details.

Thank you for helping us turn this campaign into real impact for families living with blood cancer.

—
Zach Poker
Poker Financial Group