Benjamin Franklin once famously wrote that, “In this world nothing can be said to be certain, except death and taxes.” W…
Family
Four dos and don’ts of 529 plans
College tuition has continued to increase out of sync with inflation since the 1980s, leading many families to wonder ho…
Survivorship Insurance can help cover costs of children with special needs
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
A plea to families: Teach financial literacy to the next generation
Did you know that financially literate people are likely to have twice as much wealth1Dong, Henry, “Achieving a Financia…
8 questions to ask yourself before you retire
This article was co-written by Kyle Griffith. Although it’s technically viewed as “ceasing to work,” everyone has his or…
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…