This article was co-authored by Jeff Bramschreiber, CPA, partner at our affiliate Wipfli LLP. The COVID-19 pandemic crea…
Retirement
The SECURE Act: What Individuals Need to Know
This blog was co-written by Mitchell Guralski. One of the most influential retirement savings laws in nearly 15 years — …
How you can save on health insurance costs when approaching retirement
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
How to save for retirement if you’re past your peak investing time
We know that life happens, and lifestyle expectations change as you get older. Paying off loans, starting a family, focu…
8 questions to ask yourself before you retire
This article was co-written by Kyle Griffith. Although it’s technically viewed as “ceasing to work,” everyone has his or…
Ready to retire from retirement? 5 things to consider
Co-authored by Angie Whiteside, CPA, Senior Manager at Wipfli LLP. The following article was prepared in collaboration w…
How to gift a Roth IRA for your children or grandchildren
Some sources suggest that Albert Einstein once declared, “Compound interest is the eighth wonder of the world. He who un…
Why you need to save for retirement now no matter how hard it is
Saving for retirement can be difficult to prioritize. Many of the decisions made with your finances today can have a lar…
What money questions to consider when deciding where to retire
Co-authored by Mandy Riles, a tax manager at Wipfli LLP The following article was prepared in collaboration with our aff…
What’s the Difference between Traditional IRA v. Roth IRA?
Individual retirement accounts (IRAs) can be confusing because of the different rules that apply to the different types …