As a business owner, you juggle many different priorities — some of them are specific to the long-term growth of your bu…
Life
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…
It’s Time for Your Mid-Year Financial Checkup
Is the year seriously halfway over? It feels like we just got started, and I have proof: While I’m not proud to admit it…
The 401(k) Turns 40: How a Minor Provision Created a Powerhouse Savings Plan
2018 happens to be a big year for the 401(k) plan, as it marks its 40th birthday! A lot has changed over the past four d…
Money Smart Week: Helping Educate Youth in Our Communities
For the third year in a row, we teamed up with our affiliate, Wipfli LLP, to participate in Money Smart Week® and promot…
What Should You Know (and Do) About the New Tax Law?
The new tax law is a mixed bag for many, but it does contain some hidden gems. Though the tax filing season for 2017 is …