For many people, travel is a top goal for retirement. For others, those travel plans include relocating to a different c…
Retirement
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…
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…
You’re in Health Care — But Have You Thought About Yours in Retirement?
This article was co-authored by Jordan Lochner Mills, CFP®, Senior Financial Advisor at Wipfli Hewins Investment Advisor…
What Does Fiduciary Mean to You?
The word, “fiduciary,” has probably never been spoken as much as it has over the past few years. It has been debated in …
Business Owners: Are Your Employees Retirement Ready?
A well-structured, industry-competitive retirement plan is more than just an element of your benefits package. It can br…
Health Savings Accounts: An Overlooked Way to Save for Retirement?
We often hear about the 401(k) plan as the primary way to save for retirement, but is there another tool we’re overlooki…
How Does Diversification Really Work? (Video)
“The important thing about an investment philosophy is that you have one you can stick with.” -David Booth, Founder and …
Is Your Practice Ready for a Retirement Plan?
This article was co-authored by Pamela Branshaw, CPA, CEBS, partner and Employee Benefits Services leader at Wipfli LLP,…
‘Tis the Season for Year-End Planning: Tip #1
The end of the year is the perfect time to take a step back and review your entire financial health. Starting today, we’…