Over the past decade, 401(k) plans have replaced pension plans as the primary retirement savings vehicle, which has give…
Business
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…
When Should Business Owners Start Succession Planning?
It is estimated that two-thirds of all businesses in the United States are owned by baby boomers and three-quarters of t…