Damian Winther, CFP®
Sep 11, 2019 4:56:50 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 2:47:30 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®
Mar 20, 2019 8:00:00 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®
Feb 21, 2019 11:40:39 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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Dana Brewer, CFP®
Oct 10, 2018 8:25:00 AM

How can you ensure that your digital property is taken care of at your death? Digital assets are all of the various online accounts in your name that...

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Kay Kramer, CFP®
Jul 11, 2018 12:32:00 PM

When we first approach the topic of estate plans with clients, we know it can often be an uncomfortable discussion for many. We celebrate when...

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Bridget Handke, CFP®, CAP®
Apr 18, 2018 12:36:00 PM

Recently at a family reunion, I overheard my niece Brittany explaining to my daughters that she often says, “Thank you Past Brittany!” That got my...

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Bridget Handke, CFP®, CAP®
Apr 4, 2018 11:40:00 AM

My sister in law is an Emergency Room nurse. Our conversations can be odd in that when I talk finance, she wants to cover her ears. When she talks...

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