Webinar: Navigating Elder Care

Category: Financial 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.

Estate Planning in a Digital Age

Category: Financial Planning

By Stacie Neussendorfer

06/15/2018

Who Needs an Advance Medical Directive and Health Care Power of Attorney

Category: Financial Planning » Estate & Transfer Planning

By Stacie Neussendorfer

09/07/2018

Do I Need a Will or a Trust?

Category: Financial Planning

By Stacie Neussendorfer

10/19/2018

College Planning: Don’t Wait to File Your FAFSA

Category: Financial Planning

By Stacie Neussendorfer

10/06/2020

If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!

Your Legacy Can Be More Than Money

Category: Financial Planning

By Stacie Neussendorfer

09/17/2021

In the end, your legacy is the lasting influence of the gifts you give, both during your lifetime and when you are gone. What do you want yours to be?

What’s the Best Investment a New Parent Can Make?

Category: Financial Planning

By Ryne Oller

08/30/2019

No one gets into the parenting game looking to optimize their financial gain, but instead, to optimize their happiness.

The Time Might Be Right to Refinance Your Mortgage

Category: Financial Planning

By Ryne Oller

10/04/2019

If you’ve financed your house with a 30-year or 15-year mortgage in the last six years, odds are you’re paying a higher interest rate than today's rate. 

Who Can Benefit from a 529 Plan

Category: Financial Planning

By Ryne Oller

03/06/2020

While the tax advantages and financial benefits are well-known aspects of a 529 plan, what are some lesser known features of the program?