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When you hear the word “finance,” what images come to mind?

Does the word conjure up visions of budgets and balance sheets? Portfolio pie charts and stock-market prices? Prognostications from financial pundits and talking heads?

Maybe it sparks feelings of accomplishment — memories of cashing your very first paycheck or of stockpiling your childhood allowance, imagining what you could buy with a whopping five dollars.

Or maybe it instills feelings of worry, anxiety and uncertainty, of not having enough to achieve the goals you’ve set out for your life — or not knowing what to do with what you do have.

If it’s the latter, we’re here to help you change that.


OneBite® is a personal finance blog produced by Wipfli Financial Advisors, LLC. Founded in 2011, the digital magazine is dedicated to providing intelligent, in-depth coverage and analysis of the top financial and economic issues facing us today.

Cut through the financial complexities of life and get the information you need to take a bite out of the financial elephant.

Each week, our financial advisors bring you tangible tips and straightforward language on topics like retirement, markets and investments, estate planning, college savings, taxes, life transitions, small business and more.

You have questions. We have answers.


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Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Wipfli Financial is a proud affiliate of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial’s management, operations, services and fees is set forth in Wipfli Financial’s current Form ADV Part 2A brochure, copies of which are available from Wipfli Financial upon request at no cost or at www.adviserinfo.sec.gov. Wipfli Financial does not provide tax, accounting or legal services. The views expressed by the author are the author’s alone and do not necessarily represent the views of Wipfli Financial or its affiliates. The information contained in any third-party resource cited herein is not owned or controlled by Wipfli Financial, and Wipfli Financial does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Wipfli Financial of the third party or any of its content or use of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner, investment advisor, attorney or other professional.