Zoerner Financial

Zoerner Financial Specializing in retirement income planning

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
02/19/2025

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys...
02/17/2025

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

With great wealth comes even greater questions. Learn more in our article.
02/14/2025

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

The beans brewed for your morning coffee may have changed hands many times
02/12/2025

The beans brewed for your morning coffee may have changed hands many times

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Ever wonder about those free credit scores you get once a year?
02/10/2025

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drov...
02/07/2025

Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Stocks rallied in January on upbeat Q4 corporate reports and solid economic news that quieted talk of an inflationary comeback.

Committed to increasing your financial literacy? Don't be afraid to ask questions.
02/07/2025

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
02/05/2025

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
02/03/2025

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

When considering a record keeping system for your business, you need to ask yourself some very important questions
01/31/2025

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job market...
01/29/2025

📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Do you know the difference between a credit lock and a credit freeze?
01/27/2025

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

Address

7530 39th Avenue
South Kenosha, WI
53142

Opening Hours

Monday 9am - 3pm
Tuesday 8am - 3pm
Wednesday 8am - 3pm
Thursday 9am - 3pm
Friday 8am - 3pm
Saturday 8am - 3pm

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