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…
Life
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…
Benefits of setting up a 529 plan — from kinder to college with impactful tax savings
Co-authored by David Elyashar, CPA, CVA, Partner and Family Office Practice Leader at Wipfli LLP. The following article …
Choosing an income-driven repayment plan for your student loans
You’ve got student loan debt, but there are so many repayment options to choose from that it can seem overwhelming. Inco…
Does cash value life insurance have a place in your plan?
Cash value life insurance has grown in popularity over the last several decades due to two distinct differences from ter…
What is a GRAT, and why is now a great time to set one up?
This article was co-authored by Ryan Laughlin and Chris Lockhart, both are partners at our affiliate Wipfli LLP. With hi…
How your financial advisory firm benefits from women leaders
Today, women in the U.S. control more than $10 trillion in personal financial assets. That number is expected to rise to…
How marriage impacts your student loan planning
Planning a wedding doesn’t leave much time to consider how marriage will impact your finances. But there’s more to it th…
It’s the new year — here are 5 things to consider when reviewing your investment portfolio
Despite 2020 being one of the seemingly longest and most stressful years in recent memory, to the surprise of many, it w…
Are we running out of Social Security?
As baby boomers continue to retire, it seems like Social Security is always top of mind and in the news. But that’s not …