We regularly share our expertise with local news outlets and have been featured in national publications. Feel free to share these resources with your network.
16 Tips for Mastering Professional Phone Calls and Meetings
(January, 2024)
Mosaic partner and cofounder, Andy Bird, shared his advice to younger professionals on how to engage in professional and successful business calls.
Preparing for a Prosperous and Purposeful Retirement
(August, 2023)
Planning for a successful retirement goes far beyond the finances. Andy Bird, partner and cofounder of Mosaic, sits down with the Milwaukee Business Journal to share insights to guide you toward a prosperous and purposeful retirement.
Top Tax Takeaways for 2023
(April, 2023)
The new year brought tax changes that could affect businesses and families alike. Andy Bird, partner and cofounder of Mosaic, sits down with the Milwaukee Business Journal to share four key changes you should know about for the 2023 tax year.
15 Expert Tips to Help Business Leaders Shorten and Survive an Income Downturn
(March, 2023)
Mosaic partner and cofounder, Andy Bird, shared how to cut unnecessary expenses in times with lower revenue.
Commonly Missed Opportunities for Business Owners: How to Grow your Small Business in a Big Way
(December, 2022)
Andy Bird, Mosaic partner, and cofounder discusses the top and frequently forgotten strategies for business owners with the Milwaukee Business Journal.
16 Smart, Simple Ways to End your Workday on a High Note
(November, 2022)
Mosaic partner and cofounder, Andy Bird, shared tips on how he sets aside time to “tackle important to-do’s” that help hold him accountable.
Forbes Best-In-State Advisors 2022
(April, 2022)
Mosaic partner and cofounder, Darrin Englebert, CFP®, RICP® is named to the prestigious list of Best-In-State Wealth Advisors by Forbes.
FORBES "BEST-IN-STATE WEALTH ADVISORS" LIST (APRIL 2022), RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH, LLC. BASED UPON DATA AS OF 6/30/2021. NORTHWESTERN MUTUAL AND ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING LISTS BUT DO PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE RATING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.
Five Tips to Attract and Retain Talent
(June, 2022)
Andy Bird, Mosaic partner and cofounder, sits down with the Milwaukee Business Journal and highlights how business owners can find and retain key employees.
Four Tax Tips for Your 2022 Taxes and Beyond
(April, 2022)
Tax strategy isn’t just for tax season; it requires year-round planning. Mosaic partner and cofounder, Andy Bird, shared tax tips for the balance of the year with the Milwaukee Business Journal.
10 Ways to Support Employees’ Physical and Mental Health (Beyond Offering Insurance)
(April, 2022)
Mosaic partner and cofounder, Andy Bird, shared his perspective on how creating a “burnout-free’ environment is important.
13 Concrete Actions a Business Can Take to Expand Locally
(March, 2022)
Mosaic partner and cofounder, Andy Bird, shared his perspective on considering a merger or acquisition as one way to expand a business’s footprint.
Three Tips to Help Reduce Your 2021 Tax Bill
(February, 2022)
Taxes can be confusing, but there are ways to simplify and make the most out of your tax season. Mosaic partner and cofounder, Andy Bird, shared ideas to reduce your 2021 tax bill with the Milwaukee Business Journal.
The Mosaic Financial Partners team was honored to be featured in the October 2021 issue of Bloomberg Businessweek, Fortune Magazine, and Entrepreneur Magazine. Check out our artful approach to financial planning in our featured profile.