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estate planning

Financial Planning for One

 When it comes to financial planning, we often talk about it in terms of the couples we work with and how we see their retirement plans change. They deal...

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Equal Shares for Heirs? Not Until You Take Taxes Into Account.

If you’re like a lot of the people I help, you probably have an estate plan that distributes assets equally between family members. On its face, it seems like...

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Give the Gift of Estate Planning to Loved Ones This Holiday Season

We know what you may be thinking. Estate planning can be morbid and no one wants to think about the end of life during the holiday season, but that’s all the...

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Prepare for Winter with a Home Energy Audit

The days are getting shorter and many of us are eyeing our thermostat, ready to turn on the heat as soon as the temperature dips too low. Just as quickly as...

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Qualities Your Estate Plan Executor Should Have
Qualities Your Estate Plan Executor Should Have

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Medical emergencies and the end of life aren’t things people like to think about, and their definitely not things many of us like to talk about with loved ones, but we’re here to tell you that those can be some of the most important conversations you’ll ever have.

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estate planning


Estate Planning in Your 50s

 

While it may not be the most exciting part of retirement, today Kate Maier joins Bruce and Peg on the show to talk about what changes to make to your estate plan as...

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Medical Power of Attorney 101

No matter your age or socioeconomic status, estate planning is something you need to consider.

Maybe you’re looking at this and rolling your eyes. You’re saying to...

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Don't Leave Your Family Out in the Cold: Estate Planning Basics

 

Estate planning gets a bad rap.

“It’s complicated.”

“It’s a long process.”

“It’s only for the ultra-wealthy.”

“It’s morbid.”

But those things don’t have to be...

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6 Critical Estate Planning Mistakes

You may not think you need an estate plan, but you probably do. Specialist Kate Maier joins the show to review the top six critical estate planning mistakes people make.

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Emotions Affect Financial Decisions Far Beyond Investing

We love the quote “Don’t make promises when you’re happy, and don’t make decisions when you’re sad.” It’s a beautifully simple reminder to take a step back and approach...

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Financial Planning for One

 When it comes to financial planning, we often talk about it in terms of the couples we work with and how we see their retirement plans change. They deal with aligning...

Read Article
Equal Shares for Heirs? Not Until You Take Taxes Into Account.

If you’re like a lot of the people I help, you probably have an estate plan that distributes assets equally between family members. On its face, it seems like the right,...

Read Article
Give the Gift of Estate Planning to Loved Ones This Holiday Season

We know what you may be thinking. Estate planning can be morbid and no one wants to think about the end of life during the holiday season, but that’s all the more...

Read Article
Prepare for Winter with a Home Energy Audit

The days are getting shorter and many of us are eyeing our thermostat, ready to turn on the heat as soon as the temperature dips too low. Just as quickly as summer...

Read Article
Qualities Your Estate Plan Executor Should Have

Medical emergencies and the end of life aren’t things people like to think about, and their definitely not things many of us like to talk about with loved ones, but...

Read Article