As a business owner, you juggle many different priorities — some of them are specific to the long-term growth of your bu…
Life
Is Long-Term Care Insurance Coverage Right for You?
Co-authored by Leah Schmid, CPA, CFP®, Associate Advisor at Wipfli Financial Advisors Many of us are familiar with the a…
Fresh Out of School? How to Strategically Pay off Your Loans
You’re finally out of school! I’m sure it’s a relief to no longer need to worry about homework, final exams and eating g…
4 Ways to Maximize Charitable Giving Under the New Tax Law
Co-authored by Marshall Lund, CFP®, Financial Advisor at Wipfli Financial Advisors The following article was prepared in…
Looking to Create an ABLE Account? These Are the Resources You Need
Undoubtedly, ABLE (or “Achieving a Better Life Experience”) accounts have been a significant breakthrough for individual…
Dreaming of Retirement Abroad? Here’s What You Need to Know
For many people, travel is a top goal for retirement. For others, those travel plans include relocating to a different c…
Divorced and Over 50: What Women Should Know About Social Security
Divorce at any age is tough, but when women get divorced later in life, more questions — and fears — come up about retir…
It’s Time for Your Mid-Year Financial Checkup
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…
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…