Today, women in the U.S. control more than $10 trillion in personal financial assets. That number is expected to rise to…
Business
Don’t overlook these three critical transition-planning issues
This article was co-authored by Paul Lally, partner at our affiliate Wipfli LLP. Transition planning for family business…
Is your practice ready for a retirement plan?
This article was co-authored by Jeff Bramschreiber, CPA, partner at our affiliate Wipfli LLP. The COVID-19 pandemic crea…
1099 or W-2? 5 things to know before becoming an independent contractor
We have heard it over and over again: Once you decide to work for yourself, you’ll never go back to working for so…
Ready to retire from retirement? 5 things to consider
Co-authored by Angie Whiteside, CPA, Senior Manager at Wipfli LLP. The following article was prepared in collaboration w…
Generation Z: The rising generation
This article was co-authored by Betsy Kocour. Millennials are leaving their mark in the financial and business worl…
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…
Blockchain: The Ultimate Disruptor?
This blog contains input from Wipfli Financial Advisors’ Chief Investment Officer, Rafia Hasan. She contributed to a pre…
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…