This article was co-written by Cole Gustke, CFP® Not surprisingly, the COVID-19 pandemic has had a profound impact on Am…
Financial Planning
5 estate planning tips for single women
Co-authored by Jennifer Porath, CPA, a manager in Wipfli’s tax practice. The following article was prepared in collabora…
Enrolling in your company 401(k)? Here are some tips and FAQs
Whether you’re looking to make changes to your 401(k) or you’re enrolling in one for the very first time, having the rig…
Surviving a spouse is never easy. Here are 8 tax, estate and financial planning tips to prepare
Co-authored by Tami McCann, CPA, Partner at Wipfli LLP. The following article was prepared in collaboration with our aff…
Benefits of setting up a 529 plan — from kinder to college with impactful tax savings
Co-authored by David Elyashar, CPA, CVA, Partner and Family Office Practice Leader at Wipfli LLP. The following article …
Choosing an income-driven repayment plan for your student loans
You’ve got student loan debt, but there are so many repayment options to choose from that it can seem overwhelming. Inco…
How marriage impacts your student loan planning
Planning a wedding doesn’t leave much time to consider how marriage will impact your finances. But there’s more to it th…
Are we running out of Social Security?
As baby boomers continue to retire, it seems like Social Security is always top of mind and in the news. But that’s not …
Your year-end financial checklist
The year is winding down, which means you’re likely racing the clock to meet your personal planning deadlines before it …
What to do with your 401(k) when you retire
Finally taking that step to retire is a big one (make sure you’ve asked yourself the right questions before you do). But…