Finishing school, starting your residency, finding a job — these are your main priorities right now. And because the med…
Financial Planning
What makes up your credit score, and how to get started building credit
For most adults, our credit scores affect important parts of our financial lives. But what, exactly, is a credit score, …
New to a 401(k) plan? Here is what you need to know
If you happened to doze off during the countless new-hire orientation sessions upon hire, you now might suddenly find yo…
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…
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 …
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…
A plea to families: Teach financial literacy to the next generation
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…