Today, women in the U.S. control more than $10 trillion in personal financial assets. That number is expected to rise to…
Niche
What is Bitcoin, and should I invest in it?
If you’ve been watching, reading or listening to financial news over the past few months (or any news for that matter), …
You don’t have to sacrifice your values to be an investor in the financial markets
This article is co-written by Nate DeMeo and Pat Brault. In a constantly changing world where information is readily ava…
Survivorship Insurance can help cover costs of children with special needs
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
Empowering women for life transitions: 5 ways to prepare
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
What women want … financially, that is
This blog was co-written by Stephanie Forrester. Traditionally, men make up the workforce and manage the finances. But w…
How Special Needs Trusts and ABLE Accounts Work Together
As we discussed previously, the Achieving a Better Life Experience (ABLE) account was a significant advancement towards …
7 Financial Planning Tips for Women Executives
If you’ve read our past blogs, you know that women have unique financial and planning needs, and that education is cruci…
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…
Smart Estate Planning Strategies for Women
When is the last time you thought about your estate plan? If you are like most women, it is probably not something that …