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.

Should you pay off your mortgage early?

June 28, 2022

By: Shawn Meade

“What is bitcoin?” “How do I pay less taxes?” and “How do I retire early?” “Will my family be taken care of if I die?”

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Credit: Do your kids get it?

June 27, 2022

By: Missie Beach

It’s common to provide teenagers with their first credit card to make life easier when they’re away from home and to have on hand in case of emergencies, but do they really understand the mechanics?

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How much do you really know about Social Security?

June 26, 2022

By: Missie Beach

Claiming Social Security is a decision not to be taken lightly and one that you just don’t want to wing.

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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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