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…
Insurance
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…
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 …
Is Long-Term Care Insurance Coverage Right for You?
Co-authored by Leah Schmid, CPA, CFP®, Financial Advisor at Wipfli Financial Advisors Many of us are familiar with the a…
High Insurance Premiums Postponing Your Retirement? The Premium Tax Credit Can Help
Working hard so you can retire early is a great goal, but you may need to save more than you originally anticipated. Mos…
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 …
Protecting Our Seniors and Their Assets
Over the past few years, a disturbing trend has come to light regarding our nation’s growing senior population: Elder fi…