This article was co-authored by Jordan Lochner Mills, CFP®, Senior Financial Advisor at Wipfli Hewins Investment Advisor…
What Does Fiduciary Mean to You?
The word, “fiduciary,” has probably never been spoken as much as it has over the past few years. It has been debated in …
6 Steps to Better Finances in 2018
You’ve crossed off your holiday to-dos, rang in the new year and now it’s time for a fresh start, right? If you’re ready…
When Are You Ready to Reach Out to a Financial Advisor?
Have you ever wondered if you should seek the help of a financial advisor, or better yet, a Certified Financial Planner&…
Follow These Smart Money Tips Before Traveling Abroad
This article was co-authored by McKenna Girtz, an associate advisor with Wipfli Hewins Investment Advisors in Minneapoli…
Does Gender Affect Social Security? (Part II)
Did you miss part I of Jordan’s article? Click here to check it out. In the first part of this piece, we covered the bas…
Does Gender Affect Social Security? (Part I)
The rules that govern Social Security can be complex and confusing. While some retirees start collecting benefits as soo…
7 Financial Resolutions for 2017
“Exercise more.” “Eat better.” Like most people, you likely have a laundry list of fresh resolutions to help you start t…
Planning to Send Multiple Kids to College…At the Same Time?
We all know that a college education is expensive these days — but if you expect to have two or even more children in co…
Smart Kids, Smart Money – Part I
In a 2013 survey, the Money Advice Service, an independent organization that provides free, unbiased money advice, found…