When it comes to gifting, there are numerous tax-efficient ways to donate to your favorite charitable organization. But …
Life
[Webinar] Reopening the economy: A fireside chat with Liz Ann Sonders
Charles Schwab’s Chief Investment Strategist Liz Ann Sonders and Wipfli Financial’s Chief Investment Officer Rafia Hasan…
Planning advice for a stress-free summer vacation
After being sheltered inside for months on end, the idea of going on a summer vacation (even a modified one) is more exc…
Four dos and don’ts of 529 plans
College tuition has continued to increase out of sync with inflation since the 1980s, leading many families to wonder ho…
Temporary CARES Act student loan repayment opportunities
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
Finding the right financial advisor: What questions to ask
These last few months have been interesting, to say the least. Markets fell faster than at any other point in history,1L…
Protecting yourself against COVID-19 fraud schemes
Where are fraud schemes showing up during the COVID-19 coronavirus pandemic? Almost everywhere. Sectors including govern…
A plea to families: Teach financial literacy to the next generation
Did you know that financially literate people are likely to have twice as much wealth3Dong, Henry, “Achieving a Financia…
6 tips to navigating unemployment during COVID-19
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
How the CARES Act affects individuals and families
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…