Gold. Seemingly everywhere investors look nowadays, they’ll hear someone talking about putting money into gold — how it …
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SECURE Act: Naming a trust as beneficiary of a retirement account
The SECURE Act, passed in December of 2019, has fundamentally changed the rules on when beneficiaries have to take asset…
5 tips for recent medical graduates
Finishing school, starting your residency, finding a job — these are your main priorities right now. And because the med…
What makes up your credit score, and how to get started building credit
For most adults, our credit scores affect important parts of our financial lives. But what, exactly, is a credit score, …
New to a 401(k) plan? Here is what you need to know
If you happened to doze off during the countless new-hire orientation sessions upon hire, you now might suddenly find yo…
Don’t overlook these three critical transition-planning issues
This article was co-authored by Paul Lally, partner at our affiliate Wipfli LLP. Transition planning for family business…
Is your practice ready for a retirement plan?
This article was co-authored by Jeff Bramschreiber, CPA, partner at our affiliate Wipfli LLP. The COVID-19 pandemic crea…
What to consider when structuring a charitable gifting strategy: Comparing donor-advised funds, private foundations and charitable trusts
When it comes to gifting, there are numerous tax-efficient ways to donate to your favorite charitable organization. But …
[Webinar] Reopening the economy: A fireside chat with Liz Ann Sonders
Charles Schwab’s Chief Investment Strategist Liz Ann Sonders and Wipfli Financial’s Chief Investment Officer Rafia Hasan…
Planning advice for a stress-free summer vacation
After being sheltered inside for months on end, the idea of going on a summer vacation (even a modified one) is more exc…