Retirement Advocates, Inc.

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

Summer is a great reminder of how important it is to keep your retirement protected. As you move through this next phase...
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?

Thoughtful gifting can play an important role in your retirement plan, especially when multiple family members or larger...
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?

Tax season may be behind you, but smart tax planning is a year-round opportunity.As part of our WealthCare365™ approach,...
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.

At Retirement Advocates, Inc., we know how important it is to protect the wealth you've worked a lifetime to build. Our ...
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.

As summer picks up, we’re reminding retirees and pre-retirees that now is a great time for a mid-year beneficiary checku...
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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Financial decisions in retirement rarely stand alone. Your investment choices can influence your tax planning. Updates t...
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.

We’re excited to share that Retirement Advocates, Inc. has been recognized as the 2026 Quality Business Award Winner for...
07/02/2026

We’re excited to share that Retirement Advocates, Inc. has been recognized as the 2026 Quality Business Award Winner for Best Financial Planner in Kenosha, Wisconsin!

This award reflects our commitment to educating, serving, and helping individuals and families make informed retirement decisions with confidence.

Thank you for your trust and support. We are truly honored to serve you and look forward to continuing to help people navigate retirement with clarity and confidence.

As we head into the holiday weekend, our team is reflecting on what this milestone year means. America is turning 250, a...
07/02/2026

As we head into the holiday weekend, our team is reflecting on what this milestone year means. America is turning 250, and while we’re not attempting a cake with 250 candles, we are looking forward to time spent with family, friends, and a sky full of fireworks.

Whether you’re grilling out, traveling, or simply enjoying a quiet Fourth of July, we hope your day is filled with celebration and connection.

Our Retirement Advocates, Inc. office will be closed on Friday, July 3rd, in observance of the holiday. We’ll reopen Monday and be ready to continue supporting your retirement planning needs.

Wishing you a safe and memorable Fourth of July!

Summer is the perfect time to slow down and make sure your estate plans are truly supporting your retirement goals. At R...
06/30/2026

Summer is the perfect time to slow down and make sure your estate plans are truly supporting your retirement goals. At Retirement Advocates, Inc., we remind our clients that estate plan coordination is just as important as investment, income, or tax planning.

When your beneficiary designations, wills, trusts, account titles, powers of attorney, and healthcare directives work together, your wishes are carried out clearly. When they don’t, even small gaps can create challenges for loved ones.

A mid-year review is a simple way to confirm everything is current and aligned with your life, family needs, and long-term financial goals.

Our team is here to help you protect what you’ve built. If you’d like support reviewing your plan, we invite you to schedule a WealthCare365 appointment and ensure your estate planning stays on track.

Mid-year is a great time for a financial check-in, especially for pre-retirees and retirees navigating big life changes....
06/23/2026

Mid-year is a great time for a financial check-in, especially for pre-retirees and retirees navigating big life changes. When your income, family structure, or long-term plans shift, your retirement strategy should shift with it. Our team at Retirement Advocates, Inc. works with clients across Kenosha WI and beyond to help ensure their plan stays aligned with their reality.

Here are a few life events that often signal it’s time for a review:

🔵 Career or Income Changes – Promotions, transitions, or reduced hours can impact retirement income planning and Social Security timing.
🔵 Marriage or Partnership Changes – Combined finances may affect taxes, savings strategy, and long-term planning.
🔵 Divorce or Separation – New expenses, asset division, and updated goals often require adjustments to your retirement plan.
🔵 Birth or Adoption of a Grandchild – Many clients revisit legacy goals or college planning strategies.
🔵 Inheritance or Windfalls – Sudden liquidity may open opportunities for tax planning or Roth conversions.
🔵 Home Purchase or Relocation – Housing decisions impact cash flow, liquidity, and long-term retirement needs.

Life events can shift your financial picture quickly. If you’ve experienced any recent changes, we’re here to help you evaluate how they may affect your retirement strategy and ensure your plan stays on track.

If you have a question or want to talk through a recent change, we’d love to hear from you.

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

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