Blog

At KerberRose Wealth Management LLC our team of financial advisors appreciated the insight provided by these timely articles. The articles delve into relevant financial topics, the latest accounting and tax news, and current trends and opportunities.

Retirement 101

Retirement 101

All approach retirement, some sooner than others. To enjoy your retirement years and not be a burden on family members, it is essential that you save sufficient assets to carry you through your retirement. No one knows precisely the amount of assets you will need for a comfortable retirement, but…

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Buying a Home

Buying a Home

Purchasing a home is a big decision. There are many factors to consider. Most importantly, what is your budget? Is now the time to rent instead? How do you know? If you do become a homeowner, what about your mortgage? Should you go full-force and pay it off as soon…

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What’s Happening on Capital Hill?

You’re Invited to a Webinar Washington DC & Legal Update   What’s Happening on Capitol Hill? This webinar will cover where we are currently at with the new fiduciary rule and best interest contract (BIC), what legislation we may see soon, and interesting plan-related litigation developments. This webinar qualifies for…

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Budget, Tax Reform and Trump Tweets 401(k)

Trump Tweets ‘No Change’ to 401(k) Plans Under Forthcoming Tax Proposal President Donald Trump vowed Monday to protect a popular retirement savings program, pledging to leave it untouched in the forthcoming Republican tax overhaul plan. Mr. Trump, in a tweet, shot down an idea circulating in Washington policy circles and…

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2018 Retirement Plan Limits

The Internal Revenue Service announced cost of living adjustments affecting retirement plans and other retirement-related items for tax year 2018 in Notice 2017-64. The contribution limit for employees who participate in 401(k), 403(b), and most 457 plans is increased from $18,000 to $18,500. The catch-up contribution limit for employees age…

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Contact Us

KerberRose Wealth Management LLC
115 E. 5th Street
Shawano, WI 54166

Phone 800-729-2065
Phone (Alt) 715-526-9400
Fax 715-524-2599


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KerberRose Wealth Management LLC is a registered investment advisory firm and the wealth management subsidiary of KerberRose Holdings LLC. Investment Advisory services offered through Investment Advisor Representatives of KerberRose Wealth Management LLC. We currently have individuals licensed to offer securities in the state of Wisconsin. This is not an offer to sell securities in any other state or jurisdiction.

KerberRose Wealth Management, LLC is a Registered Investment Advisor. Certain representatives of KerberRose Wealth Management, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. KerberRose Wealth Management, LLC is not owned or operated APW Capital, Inc. Financial Planning and Investment Advisory Services are offered through KerberRose Wealth Management, LLC. Check the background of this firm on FINRA’s BrokerCheck.