The following article was written by an associate at our affiliate, Wipfli LLP. With more than 2,000 associates in offic…
Business
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…
Life Insurance: Why Businesses Should Split the Dollar
If you are a business owner or a family that has engaged in estate and gift tax planning, you’ve likely encountered the …
Your Private Foundation Can Now Own a Business — and You’ve Got Cool Hand Luke to Thank
Co-authored by Anthony Perillo, CFP®, Financial Advisor at Wipfli Financial Advisors The following article was prepared …
What Should the Average Person Know About Investing in Blockchain?
In our previous article, we asked Girish Ramachandra, a senior manager in the technology consulting division of our affi…
Blockchain Q&A: Applications, Misconceptions and Why Everyone Is So Excited About It
The following Q&A was prepared in collaboration with our affiliate, Wipfli LLP. With more than 2,000 associates acro…
The Next Generation: 5 Succession Planning Questions to Consider
In a previous article, we explored the five succession planning questions that every family business owner should consid…
How Will the Digital Transformation Affect Small Business?
We were proud to co-sponsor the fourth-annual Small Business Strategies Roundtable, alongside our affiliate, Wipfli LLP,…
A Simpler Way to Retain and Reward Key Performers
One of the most important challenges business owners face is retaining their key performers, whether those are members o…