Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
Life
Over age 70.5? Make sure you consider qualified charitable distributions
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
Impact of Coronavirus Aid, Relief, and Economic Security Act (CARES Act) on federal student loans
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
Making sense of dollar-cost averaging versus lump-sum investing
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
Empowering women for life transitions: 5 ways to prepare
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
The SECURE Act: What Individuals Need to Know
This blog was co-written by Mitchell Guralski. One of the most influential retirement savings laws in nearly 15 years — …
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…