Co-authored by Leah Schmid, CPA, CFP®, Financial Advisor at Wipfli Financial Advisors Many of us are familiar with the a…
Retirement
Three Risk Management Rules Affluent and Retired Investors Overlook
Over the course of their career, retired and affluent investors have worked hard to build a viable nest egg. And in many…
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…
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…
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 …