When it comes to gifting, there are numerous tax-efficient ways to donate to your favorite charitable organization. But …
Financial Planning
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…
6 tips to navigating unemployment during COVID-19
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
How the CARES Act affects individuals and families
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
Over age 70.5? Make sure you consider qualified charitable distributions
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
Impact of Coronavirus Aid, Relief, and Economic Security Act (CARES Act) on federal student loans
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…