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Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job
 

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Understanding Today’s Financial Environment

Welcome to Lake Ridge Financial – Your Partner in Financial Confidence

At Lake Ridge Financial, we know that planning for the future can feel overwhelming—but you don’t have to do it alone. Serving Dane, Rock, and Sauk County, we’re here to help you navigate the financial journey with clarity and confidence.

Whether you're preparing for retirement, saving for college, or developing an estate strategy, we take a personalized approach to align with your needs, goals, and aspirations.

With year of experience in financial services, our professionals are committed to guiding you through life’s financial decisions—today, tomorrow, and for years to come. Let’s build a strategy that works for you, every step of the way.

We look forward to working with you!


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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

Helpful Content

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

 

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

College Savings

See how much you may need to save now to cover future college costs for your child.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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