If you happened to doze off during the countless new-hire orientation sessions upon hire, you now might suddenly find yo…
Life
Don’t overlook these three critical transition-planning issues
This article was co-authored by Paul Lally, partner at our affiliate Wipfli LLP. Transition planning for family business…
Is your practice ready for a retirement plan?
This article was co-authored by Jeff Bramschreiber, CPA, partner at our affiliate Wipfli LLP. The COVID-19 pandemic crea…
What to consider when structuring a charitable gifting strategy: Comparing donor-advised funds, private foundations and charitable trusts
When it comes to gifting, there are numerous tax-efficient ways to donate to your favorite charitable organization. But …
[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
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
Protecting yourself against COVID-19 fraud schemes
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…