If you’ve read our past blogs, you know that women have unique financial and planning needs, and that education is cruci…
Business
Can Your Business Really Be Your Retirement’s Golden Goose Without the Right Planning?
Co-authored by Paul Lally, Partner at Wipfli LLP The following article was prepared in collaboration with our affiliate,…
The Top 3 Myths About Business Intelligence
The following was written in collaboration with our affiliate, Wipfli LLP. With more than 2,000 associates across the Un…
Is this the year you finally start that business?
For some people, starting a business may sound like a great new adventure. Perhaps you’re no longer passionate about you…
When Two Business Owners Divorce, the Right Valuation Approach Can Make All the Difference
The following article was written by an associate at our affiliate, Wipfli LLP. With more than 2,000 associates in offic…
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…