New England Financial/The Wisconsin Group

 

New England Financial/The Wisconsin Group

Established in 1846 as an agency of New England Life Mutual Life Insurance Co.(now New England Financial), The Wisconsin Group, Inc. is Wisconsin’s oldest financial services firm. We take great pride  in our history and the relationships we have built during our tenure    in the financial services industry. Representing over 300 top-rated insurance and investment firms, NEF/The Wisconsin Group, strives   to provide the best possible products to our agents and brokers and ultimately for their clientele.

 

“Teamwork is the Cornerstone of Our Success” 

Focusing on helping individuals and businesses achieve their financial goals.

 

 

We have representatives in this office licensed and registered to offer products and services in [AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MN, MO, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, WI]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

L1011213383[exp1212][All States]

Retirement Income Selector

Get more comfortable with your retirement savings decisions.

Learn more.

Retirement IQ Quiz

How much do you know about Retirement Income?

Learn more.

Life Expectancy Calculator

What is your life expectancy?

Learn more.

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

More Newsletters →