Finances & Your Family
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.
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 25: Creating Successful Estate Plans and Strong Family Relationships
This episode, estate attorney Heather Walser joins us to share her perspective on the legal and relational side to successful estate plans.
Podcast Episode 24: How to Manage Your Aging Parent’s Finances
In this episode, we discuss how we help clients work through their aging parent’s finances and the emotions, paperwork, and estate planning.
How to Use Your Health Savings Account [Video]
The Health Savings Account has a triple tax advantage, so watch this video to learn who can use this tool and when.
Podcast Episode 22: Should You Save For Your Kid’s College Education?
In this episode, we walk you through how we as advisors and as parents consider whether to save for college, and tools we might use.