This article was co-authored by Ryan Laughlin and Chris Lockhart, both are partners at our affiliate Wipfli LLP. With hi…
Life
How your financial advisory firm benefits from women leaders
Today, women in the U.S. control more than $10 trillion in personal financial assets. That number is expected to rise to…
How marriage impacts your student loan planning
Planning a wedding doesn’t leave much time to consider how marriage will impact your finances. But there’s more to it th…
It’s the new year — here are 5 things to consider when reviewing your investment portfolio
Despite 2020 being one of the seemingly longest and most stressful years in recent memory, to the surprise of many, it w…
Are we running out of Social Security?
As baby boomers continue to retire, it seems like Social Security is always top of mind and in the news. But that’s not …
Your year-end financial checklist
The year is winding down, which means you’re likely racing the clock to meet your personal planning deadlines before it …
What to do with your 401(k) when you retire
Finally taking that step to retire is a big one (make sure you’ve asked yourself the right questions before you do). But…
Why tax loss harvesting should be a year-round activity
This article was co-authored by Sierra Johnsrud. Though many may wait until the end of the year to start discussions wit…
Does gold deserve a place in your portfolio?
Gold. Seemingly everywhere investors look nowadays, they’ll hear someone talking about putting money into gold — how it …
SECURE Act: Naming a trust as beneficiary of a retirement account
The SECURE Act, passed in December of 2019, has fundamentally changed the rules on when beneficiaries have to take asset…