Finances & Your Family
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.
Ways to Save for Your Kid’s College [Video]
Trying to save for your kid’s college tuition? In this video, we share some questions to consider and the savings options available to you.
Inherited IRA Distributions: Pre SECURE Act [Video]
If your loved one passed away BEFORE 1/1/2020 and the SECURE Act, this video will help explain the rules for inherited IRA distributions.
