This article was co-written by Kyle Griffith. Although it’s technically viewed as “ceasing to work,” everyone has his or…
Family
What the next generation needs to know about their trust fund
Co-authored by David Elyashar, CPA, CVA, Partner and Family Office Practice Leader at Wipfli LLP. The following article …
How to turn around the so-called baby boomer retirement crisis
Every day, roughly 10,000 baby boomers retire and nearly half of them have less than 5% of their annual income saved for…
Saving for your child’s college can be easier than you think — and here’s how
Having a child comes with many added expenses, but does your budget include saving for your child’s future college expen…
Alternative inheritance strategies for blended families
Blended families have outpaced the traditional nuclear family in the U.S. In fact, less than half of the children in the…
Ways to cut the rising cost of raising kids
The average cost of raising a child from birth until their 18th birthday is $233,610, according to the most recent study…
How to gift a Roth IRA for your children or grandchildren
Some sources suggest that Albert Einstein once declared, “Compound interest is the eighth wonder of the world. He who un…
Preplanning Your Funeral: 7 Things to Consider
Let’s face it. No one likes thinking about death and dying — or their own funeral, for that manner. In fact, only …
How Special Needs Trusts and ABLE Accounts Work Together
As we discussed previously, the Achieving a Better Life Experience (ABLE) account was a significant advancement towards …
Financial Fundamentals of Gifting to Others
Gifting is both a common occurrence and a topic often asked about. Who doesn’t enjoy giving toys to the kids or grandkid…