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Estate Planning

Estate Planning Documents: What are they?

Estate Planning Document

Michelle Smalenberger, CFP® Do not hesitate to have your estate plan created!  Your family is depending on it.  Even a single individual or married couple with no children or assets should have an estate plan so they choose who will make their healthcare and financial decisions. Will:  A legal document that allows your assets to…

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Should Financial Lives Be Private?

Should Financial Lives Be Private?

Written by: Michelle Smalenberger, CFP® There are a few topics in life that are so personal.  And we often don’t talk about them with others, out in public and especially with family.  These topics include politics, religion and money. Yet, what are we missing out on?  What lessons are we not able to teach and…

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