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...
Ryan M. Vogel, CFP®May 3, 2023Wealth ProtectionWhen Does It Make Sense to Pay Off Your Mortgage?Key Takeaways Being too conservative can lead to poor financial decisions. Before rushing to pay down that mortgage, think about where ...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Mar 29, 2023Wealth ProtectionStressed Banking Sector - Should I Worry?Key Takeaways The global financial crisis taught us that mismanaged banks are susceptible to failure. Deposits up to $250,000 and...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Mar 22, 2023Wealth TransferRecently Come into a Lot of Money? Key Takeaways Receiving a large sum of money can be just as stressful as losing lots of money. Give yourself at least a year to get your...