Over the course of their career, retired and affluent investors have worked hard to build a viable nest egg. And in many…
Life
When Two Business Owners Divorce, the Right Valuation Approach Can Make All the Difference
The following article was written by an associate at our affiliate, Wipfli LLP. With more than 2,000 associates in offic…
3 Money Tips to Manage Your Holiday Spending
The holiday season is one of the most wonderful times of the year, filled with festive music, visits with loved ones and…
Taking Ownership of Your Personal Finances
“I’m way too busy.” “I’ll take care of that next month.” Whether it’s a work commitment or a family obligation, there’s …
High Insurance Premiums Postponing Your Retirement? The Premium Tax Credit Can Help
Working hard so you can retire early is a great goal, but you may need to save more than you originally anticipated. Mos…
In-Plan Annuities Are Gaining Momentum – But Are They the Right Solution?
Over the past decade, 401(k) plans have replaced pension plans as the primary retirement savings vehicle, which has give…
5 Signs Your Retirement Plan Is Due for a Checkup
As a business owner, you juggle many different priorities — some of them are specific to the long-term growth of your bu…
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…