We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
What Homebuyers Need to Know About Mortgages [Video]
In this expert of our podcast, Tom Cramer shares his expertise, the current state of the market, and different factors to consider before getting a mortgage.
Podcast Episode 29: Storytime: Adopting from Africa
In this episode, the Meyers shares their journey adopting from Africa and what you should consider if you are adopting.
Insurance Webinar
Our insurance webinar walks you through the basic insurance policies, what you may be missing, and an audience Q&A session.
Does Investment Diversification Matter Anymore?
Investors can be excused for believing that the benefits of diversification no longer matter, as fewer stocks move stock market indexes higher. Does investment diversification matter anymore? This newsletter tests that theory and looks at investment performance in 2023.
Podcast Episode 28: Organizing Your Possessions (or Your Parents!) with Ashley Rapp
In this episode, Ashley Rapp, a professional home organizer, shares how she helps her clients organize their possessions before transitions.
Endorsements for Your Insurance Coverage [Video]
In this excerpt, Ryan Delp, insurance agent with Bradish Associates, breaks down insurance endorsements he looks to add for extra coverage.
Podcast Episode 27: What Buyers Need to Know About Mortgages with Tom Cramer
In this episode, Tom Cramer, a mortgage officer from Wintrust, explains the different borrowing options homebuyers have.
Estate Planning Webinar
Our estate planning webinar walks you through legal and financial factors, and how to navigate them in the middle of family dynamics.
Estate Planning Checklist
Estate plans are a critical piece of your financial life. Like it or not, we’re all going to pass away some day. How will your assets be handled? Who’s going to care for our children? Creating an estate plan ensures that you have a say in these important questions. Estate plans can also prevent unnecessary family arguments after you’re gone. Our estate planning checklist will help guide you through each of the key aspects of an estate plan.
Podcast Episode 26: Are You Getting the Best Insurance Coverage?
In this episode we invited Ryan Delp from Bradish Associates shares about how to get the best insurance money can buy.
How to Choose Open Enrollment Benefits
Open enrollment season is almost here! It’s time to get familiar with all the benefits your company offers you this year. Our guide will help you understand the most common open enrollment benefit options, and how best to choose open enrollment benefits.
Estate Planning: Trustee vs POA [Video]
This expert from our podcast breaks down what the difference between the Trustee vs POA and when you might need each.
