Care Planning in 5 Crucial Steps
Care planning is never finished – it’s updated as new information arrives. Ashlee Vieregger shares five considerations for families preparing for changing care needs.
Don’t Skip Lunch – Why What Happens After a Family Meeting Matters
Family meetings matter. But what happens after can make a meaningful difference. Ashlee Vieregger shares why you may want to keep the conversation going over lunch.
Medicare Enrollment: 3 Pitfalls to Avoid (and How to Plan Ahead)
Ashlee shares three common Medicare enrollment considerations - so you know what to watch for and what questions to ask.
Take A Seat with Medicare: How Part A, Part B, Medigap and Part D Work Together
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.
2026 Fearless Article – “Let’s Talk About Money: Three Tips to Get Started in 2026”
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 Checklist: Make Every Gift More Intentional | Financial Perspectives
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.
The Five Generosity Languages
Join Ashlee as she discusses five generosity languages that help each of us express our own unique ways to give.
Don’t Get Into A “Rut” with Estate Planning! Three steps for Better Outcomes.
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.