This article was co-authored by Pam Foti and Jenny Wagner, senior care consultants at Vesta Senior Network in Wauwatosa,…
Health
The Top 3 Needs Cash Value Life Insurance Can Help You Meet
We’re often asked what type of life insurance makes the most sense for a given situation or need. In general, our approa…
A Simpler Way to Retain and Reward Key Performers
One of the most important challenges business owners face is retaining their key performers, whether those are members o…
You’re in Health Care — But Have You Thought About Yours in Retirement?
This article was co-authored by Jordan Lochner Mills, CFP®, Senior Financial Advisor at Wipfli Hewins Investment Advisor…
Health Savings Accounts: An Overlooked Way to Save for Retirement?
We often hear about the 401(k) plan as the primary way to save for retirement, but is there another tool we’re overlooki…
4 Insurance Needs High-Income Earners Shouldn’t Ignore
When you think about the future, what are the first images that come to mind? Perhaps it’s your child’s college graduati…
Should You Offer an Executive Benefit Plan?
It’s well-known that a company’s most valuable asset is its human capital: the employees. For business owners, attractin…
Is Your Practice Ready for a Retirement Plan?
This article was co-authored by Pamela Branshaw, CPA, CEBS, partner and Employee Benefits Services leader at Wipfli LLP,…
Is Your Buy-Sell Agreement Properly Funded?
Are you an owner in a privately held business? If so, you’ve likely spent years building a valuable financial interest i…
Thinking About Life Insurance? Consider These Factors
Benjamin Franklin famously said, “In this world, nothing can be said to be certain, except death and taxes.” I am also p…