OneBite® - Eating the Financial Elephant

OneBite® is a personal finance blog produced by Wipfli Financial Advisors, LLC. Founded in 2011, the digital magazine is dedicated to providing intelligent, in-depth coverage and analysis of the top financial and economic issues facing us today.

Each week, our financial advisors bring you tangible tips and straightforward language on topics like retirement, markets and investments, estate planning, college savings, taxes, life transitions, small business and more.

Our contributors’ work has been featured in some of the industry’s most highly regarded publications, including Forbes, CNBC, TIME, USA TODAY and Bloomberg Business.


Check your eligibility for the new public service loan forgiveness waiver

February 15, 2022

By: Wesley Gallenberger

A temporary waiver may provide public service loan forgiveness for previously ineligible borrowers.

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Markets climb despite uncertainty and volatility: reflections for fourth quarter 2021

January 7, 2022

By: Rafia Hasan

In the fourth quarter of 2021, global stock markets largely advanced to close out the year firmly ahead, despite renewed economic uncertainty and market volatility stoked by the COVID-19 omicron variant. Inflation, and the Federal Reserve’s monetary policy outlook, also remained front and center for investors during an eventful quarter.

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Should you delay Social Security? 5 strategies to consider

December 14, 2021

By: Burke Hallam

At what age should you claim Social Security benefits? Should you delay? These five Social Security strategies can help you make the right decision.

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Creative ways to start gifting to loved ones over the holidays

November 29, 2021

By: Kyle Griffith

Creative ways to give a cash gift with meaningful, long-term impact.

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Preparing your finances for a leave of absence

November 22, 2021

By: Kimberly DeWane

Thinking about taking a leave of absence from work? You’re not alone. Many workers are opting to step away to avoid burnout. But before you do, you should make a plan to ensure your finances can handle a cut in pay.

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4 reasons to set up your online “my Social Security” account right now

November 18, 2021

How to get your Social Security statement online, plus other benefits of creating your “my Social Security” account.

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Saving vs. paying off student loans

November 2, 2021

By: Anthony Perillo

Choosing whether to pay off student loans or save for retirement, a house or an emergency fund involves many factors. Here are some guidelines.

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4 savings strategies beyond the 401(k)

October 4, 2021

By: Blake Faust

Save your 401(k) for retirement. There are other, more flexible savings strategies you can use for everything from emergencies to meeting your financial goals.

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Do you need an irrevocable life insurance trust?

September 29, 2021

By: Kyle Griffith

Will your estate be subject to estate taxes? An irrevocable life insurance trust (ILIT) could be the solution. Here’s why.

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Why every college applicant should consider filing the FAFSA

September 22, 2021

By: Alexa Schulze

If you are planning to go to college, look into the FAFSA to determine eligibility for federal student aid: grants, loans, and work-study.

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