Mark S. Wildeman, CPFA Business Page

08/07/2025

In case you missed our live webinar presentation of One Big Beautiful Tax Bill and What it Means for You..Here is the link to the replay.

In this session, we’ll explore the latest developments in federal tax legislation—what’s being referred to as The One Big Beautiful Bill—and break down what ...

07/21/2025

📢 Upcoming Webinar! 📢
Join us on Wednesday, July 30th at 6:30 PM for a special webinar:
“The One Big Beautiful Bill – What It Means for You” 💼📊

We’ll break down the latest tax law changes and what they could mean for your financial future.

✅ Free to attend
✅ Open to all

📍Hosted by Fortis Financial Group
👉 Click Here to Register! https://us02web.zoom.us/meeting/register/m1oWjXacSf2YlCW0iOgC-A

05/14/2025

2025 NFL Schedule release tonight. What match-ups are you looking forward to this year?

06/06/2023

Everyone has a different definition of "Wealth." What is yours?

A clear understanding of what wealth looks like to you may help you build a financial strategy.

03/02/2023

📣📣I am excited to announce the launch of our new website: fortisfinancialgroup.net. Give us a click and check it out.

01/30/2023

Weekly Market Performance for the week ending 1/27/2023.

Friday, January 27, 2023 View enlarged chart U.S. and International Equities Markets Mostly Higher The major market averages finished higher, reversing last week's losses. Equities have done well despite fourth quarter earnings coming in lighter-than-expected. In addition, stocks have shrugged off e...

01/27/2023

Looking forward to retirement? What happens after you have retired and now you are bored? Can you imagine that happening to you? Some people crave the hustle and bustle and have a hard time in retirement. Regardless of your preference, knowing how your social security and medicare benefits can be affected by even a return to work part-time is important.

Are you retired but interested in going back to work? Unless you've developed some hobbies or have significant interests outside your career, retirement can be a lonely place. Suddenly, many of your social contacts are gone. Mental and intellectual pursuits ...

01/24/2023

You likely you know someone who has been affected by a fraudulent scam. Vigilance is key. Keep the lines of communication open with your older family members to alleviate the chance that they fall prey to these unfortunate scams.

Learn how to protect loved ones, and yourself, from fraud.

01/17/2023

Tis the Season...Are you an early tax preparer or do you wait until April 15th?

After you file your taxes, you probably don't want to think about them again until the next year. But if you're too aggressive with certain deductions or credits, that could trigger an audit from the Internal Revenue Service (IRS).

01/13/2023

The new year always brings a re-evaluation of our habits and lifestyle. Here are some tips to simplify or keep it fresh. I am a big fan of reducing notifications during off hours to keep me from being distracted during my time at home. What is your key takeaway? Leave your comment below.

Now that the holidays are over and reality is setting back in, you may be rethinking your relationship with work. Whether you love or loathe your current gig, it always helps to fine tune how you approach work to avoid burnout.

01/10/2023

Unfortunately in Wisconsin you don't have the luxury to keep it a secret. What would YOU do if you won the lottery, aside from calling your Financial Advisor first (or maybe second, top 3 at the very least).😉

A lottery player's life could be changed forever on Tuesday with the Mega Millions jackpot reaching an astonishing $1.1 billion. No one matched the six numbers released on Friday, meaning the draw at 11 pm ET on January 10 could see the winner walk away with $568.7 million in cash if they take the l...

01/05/2023

It’s time to review your annual financial plan and check the progress on your most important goals. If you've never done it, here are some great tips on how to start.

It’s time to review your annual financial plan and check the progress on your most important goals. If you've never done it, here’s how to start.