Student loan borrowers working for nonprofits or the government were elated at the start of the Public Service Loan Forg…
Family
Creative ways to start gifting to loved ones over the holidays
With the holidays around the corner, many of us are getting into the gifting spirit. You might come across the perfect g…
Preparing your finances for a leave of absence
This article was co-written by Ron Graziano. Whether planned or unexpected, many of us will likely need to take an exten…
Why every college applicant should consider filing the FAFSA
Free application for Federal Student Aid (FAFSA) — emphasis on the free The Free Application for Federal Student Aid, co…
5 estate planning tips for single women
Co-authored by Jennifer Porath, CPA, a manager in Wipfli’s tax practice. The following article was prepared in collabora…
Surviving a spouse is never easy. Here are 8 tax, estate and financial planning tips to prepare
Co-authored by Tami McCann, CPA, Partner at Wipfli LLP. The following article was prepared in collaboration with our aff…
Benefits of setting up a 529 plan — from kinder to college with impactful tax savings
Co-authored by David Elyashar, CPA, CVA, Partner and Family Office Practice Leader at Wipfli LLP. The following article …
6 ways to teach the next generation the value of your family’s wealth
Co-authored by David Elyashar, CPA, CVA, Partner and Family Office Practice Leader at Wipfli LLP. The following article…
What is a GRAT, and why is now a great time to set one up?
This article was co-authored by Ryan Laughlin and Chris Lockhart, both are partners at our affiliate Wipfli LLP. With hi…
Your year-end financial checklist
The year is winding down, which means you’re likely racing the clock to meet your personal planning deadlines before it …