Dominic Rice - Financial Consultant

Dominic Rice - Financial Consultant I design customized solutions to help my clients use financial planning & investments to achieve the I'm a referral based Financial Consultant.

Please take a moment to consider who might benefit from my services. Investment Adviser Services offered through: MPC Advisers, LLC. A Registered Investment Adviser. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osa

ic Wealth. www.finra.org
www.sipc.org

I support Children’s Hospital of Wisconsin in honor of the 36 children who will be diagnosed with cancer today. Please help me reach the day when there is a cure for every child diagnosed with cancer by visiting www.chw.org to learn more on how you can become involved.

"Having a savings goal is important. The problem is that a retirement number by itself doesn't tell you whether you're a...
09/02/2026

"Having a savings goal is important. The problem is that a retirement number by itself doesn't tell you whether you're actually ready to retire."

You may have a specific number in mind for when you'd like to retire, but that isn't all that you should consider.

"End-of-year retirements are popular, especially for federal employees who are saving annual leave for a large lump-sum ...
09/01/2026

"End-of-year retirements are popular, especially for federal employees who are saving annual leave for a large lump-sum payout in 2027."

OPM is still working through a sizable retirement backlog, and year-end retirees have plenty to sort out before they leave federal service.

Motivational Monday👇👇👇👇
08/31/2026

Motivational Monday

👇👇👇👇

That's a show I would watch!Happy Friday!😁
08/28/2026

That's a show I would watch!

Happy Friday!😁

He retired comfortably... "but he still won't replace something until it dies. He hates spending on himself. He'll stand...
08/27/2026

He retired comfortably... "but he still won't replace something until it dies. He hates spending on himself. He'll stand in a store holding something he can easily afford, talk himself out of it, and put it back."

Can you relate? Read below 👇👇👇

After decades of building that number, it becomes more than cash: safety, the proof that you're okay, and that the future is covered.

"You do the very thing you swore you'd never do: You log in and pull money out of the account you know you shouldn't tou...
08/26/2026

"You do the very thing you swore you'd never do: You log in and pull money out of the account you know you shouldn't touch.

If that stings a little, it's probably because it's a story about a lot of us." 👇👇👇

Don't beat yourself up if you've taken a hardship withdrawal from your 401(k). Here's how you can avoid it in the future.

"The 15% rule and age-based benchmarks are both commonly used guidelines; however, your retirement savings target should...
08/25/2026

"The 15% rule and age-based benchmarks are both commonly used guidelines; however, your retirement savings target should be based on several personal considerations." 👇👇👇

Retirement savings guidelines give savers a starting point, but may not consider your entire financial picture. Here's what experts say about setting retirement savings goals and how to stay on track.

Happy Motivational Monday! 👇👇👇
08/24/2026

Happy Motivational Monday! 👇👇👇

Not me, just the rest of you 😉
08/21/2026

Not me, just the rest of you 😉

"Transferring funds from a Traditional IRA or 401(k) into a Roth isn’t as simple as just clicking a button and enjoying ...
08/20/2026

"Transferring funds from a Traditional IRA or 401(k) into a Roth isn’t as simple as just clicking a button and enjoying tax-free growth."

Learn more below! 👇👇👇

A Roth IRA conversion is a powerful tool for creating tax-free retirement income, but it comes with some tax pitfalls.

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16655 W. Bluemound Road Suite 150
Brookfield, WI
53005

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