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“Do I Need Disability Insurance?” – A Question Milwaukee Workers Need to Answer

“Do I Need Disability Insurance?” – A Question Milwaukee Workers Need to Answer

by Jon Neal | Jun 28, 2025 | Uncategorized

Remember writing paper checks? Balancing a checkbook? Mailing in a bill payment and hoping it got there in time? It wasn’t that long ago. But these days, I know very few people who carry checks. And starting next year, neither will the IRS.I won’t get into the...
Types of Small Business Insurance Your Milwaukee Business Needs

Types of Small Business Insurance Your Milwaukee Business Needs

by Jon Neal | Jun 18, 2025 | Uncategorized

Welcome back to the tariffs-and-what-they-mean-for-you segment of your weekly Strategy Note. On today’s agenda: Steel and aluminum. The U.S. just raised tariffs on these to 50 percent. If your Milwaukee business relies heavily on manufacturing and...
Jon Neal’s 6 Steps to Making the Tax Extension Filing Deadline

Jon Neal’s 6 Steps to Making the Tax Extension Filing Deadline

by Jon Neal | Jun 18, 2025 | Uncategorized

For those of you glued to your screens last week watching Ed the zebra make his way through neighborhoods and highways in Tennessee, I’m happy to report: he has been found and returned safe and sound to his owner. Now you can return back to your regularly...
What Trump’s Big Beautiful Bill Means For Milwaukee Taxpayers

What Trump’s Big Beautiful Bill Means For Milwaukee Taxpayers

by Jon Neal | Jun 13, 2025 | Uncategorized

No, it might not technically be summer yet, but wars are certainly beginning between car AC systems and the sun in many parts of the country. Things are heating up literally and legislatively (forgive me for being corny), and your wallet might start feeling the...
3 Keys To Running a Business From Your Milwaukee Home More Efficiently

3 Keys To Running a Business From Your Milwaukee Home More Efficiently

by Jon Neal | Jun 11, 2025 | Uncategorized

Payroll day has a way of sneaking up on you. Even when things are running smoothly, there’s still that moment of holding your breath—Will the software cooperate? Are the numbers right? Is everyone getting paid on time? And if something does go wrong, it’s on you to...
Filing Taxes Late: How Milwaukee Taxpayers Can Get Back on Track

Filing Taxes Late: How Milwaukee Taxpayers Can Get Back on Track

by Jon Neal | Jun 8, 2025 | Uncategorized

I hope you enjoyed your three-day weekend. And more than that, I hope you took a moment to pause and reflect on Memorial Day beyond your Milwaukee cookout and the half-off a new mattress deals. Remember the sacrifice.Many men and women gave their lives so you and...
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