Find out how to properly fund and structure your buy-sell agreement so it delivers the greatest value to you, your partners and your business.
Do you know when to consider getting life insurance? These are the four important events that could warrant a conversation.
Heading to medical school? Here are five smart money tips to get in good financial health while navigating medical school.
Protecting your family, minimizing the financial toll of specialized care — there are many reasons why you may consider long-term care insurance.
One of the most common planning concerns that advisors hear raised by their clients is the prospect of providing care for their parents or other elderly family members. If you face that possibility, here are some thoughts that may assist in the discussion with your family and advisors.
Long-term care insurance can be a very useful financial asset. That, of course, is the rub – there’s no way to predict whether you use it or not. So, is it still worth the price?
All eyes are on the Senate, as we wait for a final vote on the fate of the AHCA. If the bill moves forward, how will you and your family be affected? We've enlisted Wipfli CPAs and Consultants to help you answer that question:
In life, we are all exposed to a wide variety of risks, which need to be proactively managed over time. The unknown can be unnerving, and it’s natural to want to reduce, mitigate or even eliminate a specific risk before it rears its ugly head. But where do you start? How can you determine what protections make sense, when you’re unsure of the risks that lie ahead?
When you think about the future, what are the first images that come to mind? Perhaps it’s your child’s college graduation ceremony, retirement years filled with travel and adventure, or that fill-in-the-blank goal or experience you’ve always dreamed about.
Here’s a quick pop quiz for you: on average, how much time do you spend maintaining your car each year? How about your home? The answer may vary from one person to the next, but we’re willing to bet that it’s more than a few hours. In fact, you may spend days or even weeks of time taking care of these assets — and that’s more than understandable. After all, our cars and homes are significant investments that are essential to our everyday lives.