BKM Wealth Management

10/22/2026

Interest Rates, Treasuries, The Prudent Man Rule, and 2026 Tax Reminders are discussed in the latest edition of BKM's newsletter.

Explore the latest trends in interest rates, including the rise of the 10-year Treasury yield, and discover 2026 tax tips.

10/16/2026

The Milwaukee Brewers are back in the World Series! Where were you in 1982? Explore how far the markets, technology, and global wellbeing have come since.

Interact with the timeline at https://bkmwm.com/insights/the-milwaukee-brewers-are-back-in-the-world-series-10-16-2026/

10/05/2026

Try BKM's New Medicare Planning Tool!
Medicare remains one of the most confusing decisions in retirement. Miss an enrollment deadline, and the late penalties can last for life. That's why we built Medicare Pathway, a free tool from BKM Wealth Management. Answer a few questions (about 4 minutes) and see:

✔ Whether Original Medicare with Medigap or a Medicare Advantage plan tends to fit you
✔ Your key enrollment dates, based on your own birth and retirement dates
✔ A full report with your timeline and 2026 costs

Turning 65, working past 65, or helping a parent sort it out? Give it a try:

Navigate Medicare in retirement with ease. Discover essential guidance and tools for your Medicare decision-making process.

08/18/2026

Read our August newsletter for our take on interest rates, the stock market, financial planning and more.https://www.bkmwm.com/mediahandler/media/828492/2026-08%20BKM%20Newsletter.pdf

06/30/2026

Financial priorities for young savers.

06/24/2026

What are stocks, why should you consider owning stocks, investing vs. gambling, and tax forecasting are all discussed in the July edition of BKM's newsletter.

https://www.bkmwm.com/mediahandler/media/814783/2026-07%20BKM%20Newsletter.pdf

06/16/2026

06/10/2026

Most people see only one price tag: the amount they pay today. Warren Buffett sees two.

The first is the cost of a purchase. The second is the future value of the money being spent.

A daily coffee, a new car, or an extra percentage point contributed to a 401(k) may not seem significant in the moment. But over decades, small financial decisions can translate into tens - or even hundreds - of thousands of dollars through the power of compounding.

Before making a purchase, consider not only what it costs today, but also what that money could become in the future.

05/27/2026

For young savers, setting a priority order for your savings can be important. Before focusing heavily on investing or advanced strategies, it often comes down to a simple foundation: create liquidity for emergencies, take advantage of employer benefits, and address high-interest debt.

There’s no one-size-fits-all approach to personal finance. The right priorities depend on your income, goals, and the stage of life you’re in. At BKM Wealth Management, we focus on helping clients build a plan that fits their situation.

If you’d like to talk through your financial priorities, contact us:
(262) 955-7150 or [email protected]

05/21/2026

This month, we’re celebrating six years of BKM Wealth Management!

Since opening our doors in May, 2020, our mission has remained the same: to positively impact the lives of our clients.

Over the past six years, we’ve expanded into tax planning, transitioned to a fiduciary-only model, and continued to grow the families, individuals, and businesses we serve.

We’re incredibly grateful for the trust you - our clients - have placed in us. It is a privilege to serve you, and we look forward to continuing to grow alongside you.