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Wisconsin Welcomes You sign on wooden log structure
Aerial view of a quiet suburban neighborhood at sunrise
Boats docked at a sunny lake with blue sky and clouds.
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Bil Scherrer

565 Milwaukee Avenue, Suite 3C
Burlington, WI 53105

Phone:

262-763-2680

Fax:

262-763-6985

E-mail:

williamscherrer@afpadvisor.com

Calculators

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Contact Us

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Scherrer & Associates

You work harder.

You play less.

You start earlier.

You stay later.

Scherrer & Associates logo

You give up on this.

You cut back on that.

And every day seems shorter than the one before.

Time is one of the most valuable commodities of our day.

At Scherrer & Associates we understand this, and your retirement plan will be tailored to reflect this understanding.

Together we can coordinate the products you want, with personal service that is helpful and responsive.

Our commitment to being an easy place to do business is evident in every process we use to support you.

Every aspect of what we do is designed to make the most of not just your money, but of that very special commodity – your time.

Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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Roth IRA Conversion

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck