The holiday season is one of the most wonderful times of the year, filled with festive music, visits with loved ones and…
Life
Taking Ownership of Your Personal Finances
“I’m way too busy.” “I’ll take care of that next month.” Whether it’s a work commitment or a family obligation, there’s …
High Insurance Premiums Postponing Your Retirement? The Premium Tax Credit Can Help
Working hard so you can retire early is a great goal, but you may need to save more than you originally anticipated. Mos…
In-Plan Annuities Are Gaining Momentum – But Are They the Right Solution?
Over the past decade, 401(k) plans have replaced pension plans as the primary retirement savings vehicle, which has give…
5 Signs Your Retirement Plan Is Due for a Checkup
As a business owner, you juggle many different priorities — some of them are specific to the long-term growth of your bu…
Fresh Out of School? How to Strategically Pay off Your Loans
You’re finally out of school! I’m sure it’s a relief to no longer need to worry about homework, final exams and eating g…
4 Ways to Maximize Charitable Giving Under the New Tax Law
Co-authored by Marshall Lund, CFP®, Financial Advisor at Wipfli Financial Advisors The following article was prepared in…
Looking to Create an ABLE Account? These Are the Resources You Need
Undoubtedly, ABLE (or “Achieving a Better Life Experience”) accounts have been a significant breakthrough for individual…
Dreaming of Retirement Abroad? Here’s What You Need to Know
For many people, travel is a top goal for retirement. For others, those travel plans include relocating to a different c…
Divorced and Over 50: What Women Should Know About Social Security
Divorce at any age is tough, but when women get divorced later in life, more questions — and fears — come up about retir…