The Dodd-Frank Wall Street Reform and Consumer Protection Act (known as the “Dodd-Frank”) was passed in July 2010, and b…
Financial Planning
Planning for the American Health Care Act
From comprehensive tax overhaul to major budget cuts, President Donald Trump’s first few months in office have been a wh…
Does Divorce Derail Retirement?
This article was co-authored by Paola Ramos, CFP®, a financial advisor based in the Bay Area. The short answer to this q…
Three Dos and Don’ts of 529 Plans
A 529 plan is an education savings plan designed to help families accumulate funds for their children’s future college c…
We Taught Finance to 300 Middle Schoolers — Here’s What Happened
“Don’t grow up so fast.” If you had a nickel for every time you heard that expression throughout your childhood, you wou…
Can I Use My IRA to Buy Real Estate?
A common question from clients — or oftentimes from people at dinner parties — is, “Can I use my IRA money to buy real e…
Are You Financially Prepared for Life After College?
This article was co-authored by Nathan Digmann, Associate Advisor at Wipfli Hewins Investment Advisors, based in Milwauk…
Money Smart Week on OneBite: Becoming a CPA and CFP® Professional
Deciding to partner with Money Smart Week® for a second year in a row was simple — after all, we share the same mission.…
Money Smart Week on OneBite: Smart Teens, Smart Money
For the second consecutive year, we’re partnering with Money Smart Week® to bring engaging financial education to invest…
Smart Moves to Make While Wedding Planning (Part II)
Miss Part I of Cassandra’s wedding planning checklist? Click here to get up-to-speed. Whether you’re tying the knot, or …