This article was co-written by Ron Graziano. Whether planned or unexpected, many of us will likely need to take an exten…
Health
Do you need an irrevocable life insurance trust?
Did you know only 0.07% of estates end up owing federal estate tax? While that number may seem low to you, the federal e…
Does cash value life insurance have a place in your plan?
Cash value life insurance has grown in popularity over the last several decades due to two distinct differences from ter…
Is your practice ready for a retirement plan?
This article was co-authored by Jeff Bramschreiber, CPA, partner at our affiliate Wipfli LLP. The COVID-19 pandemic crea…
Taking the burden off your family: 4 things to include in your end-of-life plan
Benjamin Franklin once famously wrote that, “In this world nothing can be said to be certain, except death and taxes.” W…
Survivorship Insurance can help cover costs of children with special needs
Raising your son or daughter with special needs is expensive. Some experts estimate that merely from birth to age 18, th…
How you can save on health insurance costs when approaching retirement
One of the top concerns for individuals considering retirement is the cost of healthcare. If you retire before age…
Property and casualty insurance: Things to consider when buying or reviewing
Prepare for the worst, but hope for the best. Let’s face it: bad things can happen to our homes, cars or belongings and …
Do You Really Need This Popular Annuity Product?
The equity index annuity (EIA) has been an incredibly popular investment product over the past 20 years. Supposedly, it …
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 …