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Retirement Advocates, Inc.

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Retirement Advocates, Inc.

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Retirement Advocates, Inc. is an investment advisory firm that assists people nearing and in retirement.

10/29/2026

Halloween is a reminder that some financial worries can feel scary—especially when retirement is on the horizon.

For pre-retirees and retirees, the biggest concerns often involve turning savings into dependable income, making confident Social Security decisions, planning for taxes and healthcare costs, and keeping beneficiary information current.

At Retirement Advocates, Inc., we help Kenosha-area individuals age 50 and older approach these decisions with a personalized retirement plan and ongoing guidance through WealthCare365.

Do not let uncertainty stand in the way of the retirement you have worked hard to build. Contact our team to schedule a conversation about your goals and next steps.

10/27/2026

As year-end approaches, it’s a good time to revisit key tax planning opportunities that may impact your retirement strategy.

Coordinating deductions, realized income, charitable giving, Roth conversions, and retirement account withdrawals can help align your financial picture before the calendar year closes. These decisions are often most effective when reviewed alongside your financial and tax professionals.

A proactive approach now can help reduce surprises later and keep your long-term retirement plan on track.

Let’s connect to talk through any last-minute planning opportunities before year-end.

10/20/2026

National Retirement Security Week is a great reminder that retirement planning isn’t one-size-fits-all—especially as you approach this next chapter of life.

At Retirement Advocates, Inc. in Kenosha, we work closely with pre-retirees and retirees to build personalized strategies focused on income planning, Social Security, tax efficiency, and long-term care—so your retirement works the way you want it to.

Swipe through to explore key considerations and see how our WealthCare365 approach provides ongoing, year-round guidance—not just a one-time plan.

If you’re ready to align your retirement strategy with your long-term goals, our team is here to help you move forward with clarity and confidence.

10/14/2026

October is National Financial Planning Month, and it is an ideal time for our team at Retirement Advocates, Inc. to help you prepare for a strong year-end.

For pre-retirees and retirees, this is when thoughtful adjustments to your retirement plan can make a meaningful difference. From Social Security strategies and income planning to tax planning and Roth conversions, we focus on the details that support long-term financial confidence.

Throughout your year-end review, we will walk through the key areas that matter most as part of our WealthCare365 approach to ongoing guidance.

If you have not scheduled your review yet, now is the time. Connect with our team in Kenosha to secure your appointment and finish the year with clarity and confidence.

08/26/2026

Summer is a great reminder of how important it is to keep your retirement protected. As you move through this next phase, the right insurance strategies can help safeguard savings, support income stability, and lessen the future burden on your family.

At Retirement Advocates, Inc., our team helps pre-retirees and retirees understand how life insurance, long-term care planning, and other protection tools fit into a well-rounded retirement plan. These strategies aren’t about products — they’re about building long-term security through WealthCare365™.

If you’re reviewing your plans this season, we’re here to walk through these options during your next WealthCare365™ review. What questions can we help answer as you think about protection in retirement?

08/19/2026

Thoughtful gifting can play an important role in your retirement plan, especially when multiple family members or larger transfers are involved. A clear structure helps you stay organized and avoid surprises at tax time.

As part of our WealthCare365" approach, we encourage pre-retirees and retirees to review their gifting strategy before year-end. Early planning supports smoother ex*****on and keeps your long-term goals on track.

Our team at Retirement Advocates, Inc. is here to help you understand your options and make confident decisions.

If you’re considering gifts this year, what questions do you have about the process?

08/05/2026

Tax season may be behind you, but smart tax planning is a year-round opportunity.

As part of our WealthCare365™ approach, we encourage a midyear tax check-in to help you understand where you stand and uncover adjustments you can still make. From reviewing withholdings to exploring Roth conversions and other year-end strategies, this is a great time for pre-retirees and retirees to get ahead of the curve.

Our team at Retirement Advocates, Inc. is here to help you stay proactive and avoid surprises later in the year. If you'd like support reviewing your current tax picture, we invite you to reach out and start the conversation.

08/04/2026

At Retirement Advocates, Inc., we know how important it is to protect the wealth you've worked a lifetime to build. Our team focuses on creating personalized retirement planning strategies that help safeguard your assets from market volatility, taxes, and unexpected risks while supporting long-term growth.

From income planning and tax-efficient strategies to estate protection and legacy planning, we’re here to bring clarity and confidence to every stage of retirement. Our WealthCare365 service model ensures you receive ongoing guidance throughout the year—not just at the start.

If you're a pre-retiree or retiree in the Kenosha WI area looking for a financial advisor who provides long-term, high-touch support, we’d be glad to help. Give us a call to get started.

07/21/2026

As summer picks up, we’re reminding retirees and pre-retirees that now is a great time for a mid-year beneficiary checkup.

Beneficiary designations are a key part of retirement planning, and they don’t update themselves.

Changes like marriage, divorce, new grandchildren, the loss of a loved one, or updates to your accounts and estate documents can all shift who ultimately receives your assets. Even with an updated will or trust, outdated beneficiaries can still create unintended outcomes.

As part of our WealthCare365™ service calendar, our team at Retirement Advocates, Inc. encourages making beneficiary reviews a regular part of your financial maintenance. It’s a simple step that helps ensure your intentions are honored and your family is protected.

If it’s been a while since you last reviewed your designations, we’d be happy to help you schedule a beneficiary checkup.

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07/14/2026

Financial decisions in retirement rarely stand alone. Your investment choices can influence your tax planning. Updates to your estate plan may affect your income strategy. Even charitable giving can shift your overall financial picture.

That’s why our team at Retirement Advocates takes a coordinated approach through our WealthCare365 service model. A mid-year review is a great opportunity to make sure key areas of your retirement plan—investments, estate planning, tax planning, and charitable goals—are all aligned and working toward the same outcome.

When these pieces fit together, your retirement strategy becomes clearer, more intentional, and better positioned for the long term.

If you're thinking about making updates or want a second look at how everything connects, we’re here to help.

Address

6123 Green Bay Road Suite 210
Kenosha, WI
53142

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

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