When is the right time to file for Social Security? Of Americans who are eligible to claim Social Security, a surprising…
Financial Planning
Creative ways to start gifting to loved ones over the holidays
With the holidays around the corner, many of us are getting into the gifting spirit. You might come across the perfect g…
4 reasons to set up your online “my Social Security” account right now
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…
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…