If you are a business owner or a family that has engaged in estate and gift tax planning, you’ve likely encountered the …
Health
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…
Consider These 3 Factors Before Starting the Long-Term Care Conversation
This article was co-authored by Pam Foti and Jenny Wagner, senior care consultants at Vesta Senior Network in Wauwatosa,…
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 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…