Is the year seriously halfway over? It feels like we just got started, and I have proof: While I’m not proud to admit it…
Life
The 401(k) Turns 40: How a Minor Provision Created a Powerhouse Savings Plan
2018 happens to be a big year for the 401(k) plan, as it marks its 40th birthday! A lot has changed over the past four d…
Money Smart Week: Helping Educate Youth in Our Communities
For the third year in a row, we teamed up with our affiliate, Wipfli LLP, to participate in Money Smart Week® and promot…
What Should You Know (and Do) About the New Tax Law?
The new tax law is a mixed bag for many, but it does contain some hidden gems. Though the tax filing season for 2017 is …
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…
What Does Fiduciary Mean to You?
The word, “fiduciary,” has probably never been spoken as much as it has over the past few years. It has been debated in …
Business Owners: Are Your Employees Retirement Ready?
A well-structured, industry-competitive retirement plan is more than just an element of your benefits package. It can br…
5 Ways Women Can Achieve Financial Fitness
Happy International Women’s Day! Today is dedicated to celebrating the landmark achievements of women across the globe, …
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…
How Does Diversification Really Work? (Video)
“The important thing about an investment philosophy is that you have one you can stick with.” -David Booth, Founder and …