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A Rude Awakening — You Need an Estate Plan Today!

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Ashlee Vieregger
10/08/2024

Just as the McCallisters left Kevin behind in their rush to the airport, without a Will, Trust, or Powers of Attorney in place, you risk leaving your loved ones unprotected and unprepared when you don't have an estate plan. Don’t delay—make your estate plan today!

Financial Planning for Women: Preparing for a Longer Life Expectancy

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Brittany Heard
10/01/2024

We continually hear that women are statistically likely to live longer than men. While there is not a one size fits all financial plan, there are a few things you can think about as a woman.

When to Review Your Estate Plan

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Andy Mullan
09/24/2024

Being proactive with your estate plan helps to ensure that it will continue to serve your needs and wishes, providing clarity and security for you and your loved ones. Let's look at some examples of events and situations that typically require updates to your estate plan.

The Magic of Writing a Letter

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Ashlee Vieregger
06/11/2024

How the magic of writing a letter could help convey your intentions to a beneficiary.

Webinar: Navigating Elder Care

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Stacie Neussendorfer
07/26/2023

Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.

5 Questions to Ask Yourself Before Meeting with An Estate Planning Attorney

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Jake Kinnetz
04/19/2023

Estate planning is an essential component of your financial plan because it can help secure your family’s future, minimize estate taxes, and protect assets from going through probate. Here are five questions you should think about before meeting with an Estate Planning Attorney.

Building a Framework for Family and Charitable Gifts

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Ashlee Vieregger
11/10/2022

Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”

Party of 4 – Estate Planning Basics to Celebrate

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Ashlee Vieregger
10/17/2022

Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week! 

Who Is Your Team’s Financial General Manager

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Wade Den Hartog
04/30/2020
No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.
1 2 Next

A Rude Awakening — You Need an Estate Plan Today!

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Ashlee Vieregger
10/08/2024

Just as the McCallisters left Kevin behind in their rush to the airport, without a Will, Trust, or Powers of Attorney in place, you risk leaving your loved ones unprotected and unprepared when you don't have an estate plan. Don’t delay—make your estate plan today!

Financial Planning for Women: Preparing for a Longer Life Expectancy

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Brittany Heard
10/01/2024

We continually hear that women are statistically likely to live longer than men. While there is not a one size fits all financial plan, there are a few things you can think about as a woman.

When to Review Your Estate Plan

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Andy Mullan
09/24/2024

Being proactive with your estate plan helps to ensure that it will continue to serve your needs and wishes, providing clarity and security for you and your loved ones. Let's look at some examples of events and situations that typically require updates to your estate plan.

The Magic of Writing a Letter

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Ashlee Vieregger
06/11/2024

How the magic of writing a letter could help convey your intentions to a beneficiary.

Webinar: Navigating Elder Care

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Stacie Neussendorfer
07/26/2023

Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.

5 Questions to Ask Yourself Before Meeting with An Estate Planning Attorney

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Jake Kinnetz
04/19/2023

Estate planning is an essential component of your financial plan because it can help secure your family’s future, minimize estate taxes, and protect assets from going through probate. Here are five questions you should think about before meeting with an Estate Planning Attorney.

Building a Framework for Family and Charitable Gifts

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Ashlee Vieregger
11/10/2022

Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”

Party of 4 – Estate Planning Basics to Celebrate

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Ashlee Vieregger
10/17/2022

Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week! 

Who Is Your Team’s Financial General Manager

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Wade Den Hartog
04/30/2020
No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.

Set It and Don’t Forget It

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Wade Den Hartog
04/18/2019
Working with a financial advisor is a great start to having someone inventory and help you keep track of the beneficiaries, or lack of, on your accounts.
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