Today, women in the U.S. control more than $10 trillion in personal financial assets. That number is expected to rise to…
Over age 70.5? Make sure you consider qualified charitable distributions
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
5 Avoidable Spending Mistakes of Early Life High Earners
Do you have a great job with a generous salary or have started a business that has taken off but still find you’re…
Business Leadership Transition Goes Beyond Succession
Another year, another successful Small Business Strategies Roundtable! With approximately 150 Twin Cities business leade…
5 Retirement Plan Trends for Your Business
As the year starts to ramp up, it’s time to see what’s making the headlines and garnering the focus of plan sponsors and…
Financial Fundamentals of Gifting to Others
Gifting is both a common occurrence and a topic often asked about. Who doesn’t enjoy giving toys to the kids or grandkid…
Mindfulness in the Workplace: What Does It Mean to Create a Mindful Culture?
Chances are, you’ve been hearing more and more about mindfulness over the past few years, especially in the workplace. M…
Is Long-Term Care Insurance Coverage Right for You?
Co-authored by Leah Schmid, CPA, CFP®, Financial Advisor at Wipfli Financial Advisors Many of us are familiar with the a…
In-Plan Annuities Are Gaining Momentum – But Are They the Right Solution?
Over the past decade, 401(k) plans have replaced pension plans as the primary retirement savings vehicle, which has give…
5 Signs Your Retirement Plan Is Due for a Checkup
As a business owner, you juggle many different priorities — some of them are specific to the long-term growth of your bu…