Bridget Handke, CFP®, CAP®
May 18, 2023 11:58:49 AM

Most Financial Advisors will tell you it’s essential to have an estate plan and to update it as your life and estate tax laws evolve. This will help...

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Dana Brewer, CFP®
Apr 14, 2022 7:00:00 AM

This article outlines some of the obligations and responsibilities of a personal representative who is working through administering a decedent’s...

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Dana Brewer, CFP®
Nov 30, 2021 9:03:00 AM

Fall is typically a time for financial planning conferences, and this year I attended a couple of them. The closing speaker at Financial Planning...

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Kay Kramer
Oct 28, 2021 7:15:00 AM

I thought I was ready. I thought I was ready to have my mother die. She was 95 and a half, after all, and had a really wonderful life. She had been...

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