Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Jan 3Wealth ProtectionFinding a Trustee for Your Kids When You Don’t Have a Close Sibling or Relative to Count OnKey Takeaways Assigning a trustee to look over your children's interests when you’re gone should not be taken lightly. Not everyone has a...
Brenden Leese, CFP®Nov 8, 2023Wealth TransferGreat You Have an Estate Plan; What About Your Parents? Key Takeaways On top of leaving your family open to inheritance headaches, many people forget to assign powers of attorney for health and...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Sep 6, 2023Tax OptimizationTrying to Time the Mortgage Market?Key Takeaways The Fed doesn’t set mortgage rates. Look to the 10-year Treasury for guidance. If life circumstances dictate a move, do the...
Ryan A. Dunn, CFP®Jun 14, 2023Wealth RedefinedSitting on Too Much Cash? Critically Assessing Your Emergency Fund Needs Key Takeaways After a decade of low interest rates, there are now multiple options to get a good return on your cash. If considering a...
Brenden Leese, CFP®May 31, 2023Wealth TransferFinancial Basics for Teen and Young Adult ChildrenKey Takeaways Make sure your teen has a basic understanding of investing basics, setting savings goals, and responsible use of credit....