In today’s digital age, it has become so much easier to accomplish what used to be done in person or via the mail. Infor…
Financial Planning
4 savings strategies beyond the 401(k)
The 401(k) has grown increasingly popular over the past four decades, turning into most Americans’ primary retirement sa…
Do you need an irrevocable life insurance trust?
Did you know only 0.07% of estates end up owing federal estate tax? While that number may seem low to you, the federal e…
Why every college applicant should consider filing the FAFSA
Free application for Federal Student Aid (FAFSA) — emphasis on the free The Free Application for Federal Student Aid, co…
Financial life planning: Beyond a basic plan
This article was co-written by Cole Gustke, CFP® Not surprisingly, the COVID-19 pandemic has had a profound impact on Am…
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…