This blog was co-written by Mitchell Guralski. One of the most influential retirement savings laws in nearly 15 years — …
Life
How you can save on health insurance costs when approaching retirement
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
How to save for retirement if you’re past your peak investing time
We know that life happens, and lifestyle expectations change as you get older. Paying off loans, starting a family, focu…
Property and casualty insurance: Things to consider when buying or reviewing
Prepare for the worst, but hope for the best. Let’s face it: bad things can happen to our homes, cars or belongings and …
8 questions to ask yourself before you retire
This article was co-written by Kyle Griffith. Although it’s technically viewed as “ceasing to work,” everyone has his or…
4 tips for navigating the college search process
If you have helped your child through the college search process — or have been through the college search process yours…
1099 or W-2? 5 things to know before becoming an independent contractor
We have heard it over and over again: Once you decide to work for yourself, you’ll never go back to working for so…
Ready to retire from retirement? 5 things to consider
Co-authored by Angie Whiteside, CPA, Senior Manager at Wipfli LLP. The following article was prepared in collaboration w…
How to turn around the so-called baby boomer retirement crisis
Every day, roughly 10,000 baby boomers retire and nearly half of them have less than 5% of their annual income saved for…
Saving for your child’s college can be easier than you think — and here’s how
Having a child comes with many added expenses, but does your budget include saving for your child’s future college expen…