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estate planning

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

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...

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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...

Read and Listen
Medical Power of Attorney 101
Medical Power of Attorney 101

Woman Helping Mother-min (1)-664204-edited.jpgNo matter your age or socioeconomic status, estate planning is something you need to consider.

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estate planning


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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3 Moves to Make in the First 3 Years of Retirement

We recently wrote about the importance of planning in the years leading up to your retirement. But once you retire, that doesn’t mean the importance of financial...

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What to Consider If You're Planning to Leave an IRA to Your Children

When we write about IRAs in this space, we typically talk about them in terms of how they work during your working and retirement years. However, for many of our...

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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 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
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...

Read and Listen
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...

Read Article