Dana Brewer, CFP®
Jun 29, 2023 11:00:00 AM

As our clients age, we often see them struggle with paying their bills for a number of reasons.

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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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Bridget Handke, CFP®, CAP®
Nov 15, 2022 7:00:00 AM

I recently spent time with my mom, who lives in another state. She had been in the hospital earlier this year. It was wonderful to see her doing...

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Damian Winther, CFP® CSRIC®
Jul 21, 2022 9:35:00 AM

It’s not uncommon to want to leave a gift for your children and family members at your death. We find that clients who are in a position to share...

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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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Bridget Handke, CFP®, CAP®
Oct 6, 2021 1:35:00 PM

As a financial advisor, I’ve witnessed clients dealing with end-of-life with their parents. Sometimes it goes smoothly and other times not. If a...

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Bridget Handke, CFP®, CAP®
Aug 17, 2021 12:45:00 PM

We have a lot of generous clients! As financial advisors, we often hear that our clients would like to share some of their wealth with the people...

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RACHEL INFANTE, CFP® CSRIC® CDFA®
Jun 21, 2021 12:15:00 PM

Gifting money to your children can be one of the biggest blessings, but one that should require thoughtful consideration. We spend many years taking...

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