The word, “fiduciary,” has probably never been spoken as much as it has over the past few years. It has been debated in …
Financial Planning
Is 2018 the Year You Finally Start That Business?
For some people, starting a business may sound like a great new adventure. Perhaps you’re no longer passionate about you…
6 Steps to Better Finances in 2018
You’ve crossed off your holiday to-dos, rang in the new year and now it’s time for a fresh start, right? If you’re ready…
When Are You Ready to Reach Out to a Financial Advisor?
Have you ever wondered if you should seek the help of a financial advisor, or better yet, a Certified Financial Planner&…
‘Tis the Season for Year-End Planning: Tip #2
Miss the first item on our year-end planning checklist? See it here. It’s safe to say that 2017 has been an interesting …
‘Tis the Season for Year-End Planning: Tip #1
The end of the year is the perfect time to take a step back and review your entire financial health. Starting today, we’…
In the Aftermath of Equifax, How Can You Protect Yourself?
In September 2017, hackers captured headlines after breaching Equifax — a major credit reporting bureau — and made off w…
4 Tips for Navigating Your Veterans’ Benefits
If you’re a veteran, or you know one well, then you’ve more than likely heard about veterans’ benefits, which are provid…
Ask an Advisor: On Staying Disciplined
Welcome to “Ask an Advisor,” a new series in which financial professionals answer pressing questions about topics releva…
Follow These Smart Money Tips Before Traveling Abroad
This article was co-authored by McKenna Girtz, an associate advisor with Wipfli Hewins Investment Advisors in Minneapoli…