Damian Winther, CFP® CSRIC™
Jan 19, 2021 10:21:00 AM

Creating an estate plan that dictates the distribution of your assets is important so that your family will be financially taken care of if something...

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Dana Brewer, CFP®
Jan 12, 2021 9:44:57 AM

Talking about death is not easy, and many couples would prefer to avoid the conversation altogether. That's what makes the estate planning process...

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RACHEL INFANTE, CFP® CSRIC™
Dec 28, 2020 1:22:00 PM

On the list of things we never expect to have to talk about with our parents, finances often rank near the top. Finances can be a taboo subject in...

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Kay Kramer, CFP®
Dec 16, 2020 3:13:15 PM

Leadership changes always beget uncertainty. When that transitioning leader is the top-ranking official of our federal government, it can signal...

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Dana Brewer, CFP®
Aug 18, 2020 11:00:00 AM

In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act with the goal of encouraging taxpayers to...

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Bridget Handke, CFP®, CAP®
Apr 1, 2020 4:06:12 PM

As Boomers, helping our parents out in their elder years or remembering them wistfully, we start to realize that we are becoming the next oldest...

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Damian Winther, CFP® CSRIC™
Sep 11, 2019 3:56:50 PM

At a neighborhood gathering this summer, as we watched the kids run around the streets getting sprayed by fire hydrants, our conversation slowly...

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Dana Brewer, CFP®
Jun 19, 2019 1:47:30 PM

Your retirement account(s) may be some  of your largest assets so it is important to choose wisely. Upon death, your retirement account(s) likely...

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Damian Winther, CFP® CSRIC™
Mar 20, 2019 7:00:00 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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RACHEL INFANTE, CFP® CSRIC™
Feb 21, 2019 10:40:39 AM

There are many things we plan for as couples—like where we want to live, how many children we want to have, and when we want to retire. More often...

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