Vigil Trust & Financial Advocacy
Fee-only Fiduciaries
510 North 17th Avenue, Suite C
Wausau, WI 54401
Phone: (715) 848-8110
Toll Free: (800) 950-8110
Fax: (715) 848-2648

Articles and Publications

From time to time Vigil Trust & Financial Advocacy staff authors articles of general interest or appear as a resource for articles of interest in the national media. Click on a line below to review an article of interest to you.


Two Guys Going Their Own Way
If the road to success is paved with niche businesses, we've fond a few planners who have developed niche-inspired strategies well off the beaten track. They seem to be doing just fine.


Are You Sabotaging Your Investment Goals with Bad Decision-Making

An experienced financial advisor can do more than just tell you where to invest your money. He or she can also prevent you from making bad investment decisions based on ingrained beliefs or behavior.


What Are You Paying for Financial Services?
7 Things You Need to Know
By Thomas W. Batterman


12 Common Investment Mistakes (And How to Avoid Them)
Today's Wall Street run-up has attracted millions of investors who seem to assume that the click of a computer key is nothing less than the Midas touch. In these heady times, it seems as if many have thrown caution to the wind.


Careful Planning for IRA Distributions Can Reduce Income Tax Bite on Social Security Benefits
Selecting an improper IRA distribution strategy for individuals eligible for Social Security benefits can dramatically increase tax liabilities. While you can't control the amount of your Social Security benefits, you can control how much Social Security you elect to pay tax on by careful management of your IRA distributions.


How Should I Invest My Retirement Funds?
Today, people are thinking about their retirement finances wherever they happen to be in the workcycle. Whether you have IRAs, a 401(k) plan or a 403(b) program, retirement fund investments need to take into account your financial objectives, as well as how any other money is invested.


Nine Questions To Ask About Your Company's 401(k) Plan
A primary objective of 401(k) plans has always been to help employees take charge of their retirement finances. While many employees with 401(k) accounts fail to take advantage of the opportunity to prepare for the future, there are others who are taking personal responsibility seriously. Some employees, for example, feel their employers are too restrictive when it comes to the investment choice they have in their 401(k) plans.