Ashlee shares three common Medicare enrollment considerations - so you know what to watch for and what questions to ask.
If you’re approaching Medicare eligibility, a clear understanding of its four parts can be incredibly helpful. In this blog, Ashlee, walks through Medicare’s structure and key considerations for new enrollees.
Get started talking about money: one coffee, one story, one question. Join Ashlee as she shares three tips to start the conversation today!
Year-end giving doesn’t have to be rushed or random. In this episode of Financial Perspectives, Director of Communications Gretchen Muller and Senior Lead Advisor Ashlee Vieregger walk through a practical year-end giving checklist to help you align your generosity with what matters most to you. They discuss “generosity languages,” how donor-advised funds could simplify giving across years, and ways to involve your family in leaving a legacy of generosity.
Join Ashlee as she discusses five generosity languages that help each of us express our own unique ways to give.
Check out these three steps to avoid an estate planning “rut” which will help ensure that your wishes are carried out and give your heirs and fiduciaries a better understanding of your intentions.
This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your estate plans. Learn about the new $15M exemption, charitable giving changes, essential documents, and why talking to your family about your plans matters more than ever.
There is a common thread running through the key decisions that we make - everyone wants confidence that they're making the right financial decisions with their resources. In this blog, Ashlee shares three key questions she uses to help bridge that confidence gap and spark open, meaningful conversations.
How can extending a powerful invitation create an opportunity for connection? Let's take a look!
