By Kevin Reardon CFP® Different Life Stages Require Different Types of Estate Planning When I started my career, there was an overriding belief that Estate Planning was just for ‘rich people.’ As the years progressed, the industry recognized that ‘old people’ are prime candidates for planning too. I could write a satirically funny article on how […]
Grandma’s New Year’s Resolution
Milwaukee Business Journal Wealth Management Corner
Legacy and Traditions
From Family Traditions to Legacy My father was an avid fisherman. To satiate his hobby, and to appease my mother, my brothers and I tagged along on his fishing excursions. When I was not yet five years old, he began an annual tradition of taking us fishing in Canada. In 1981 we went to a new ‘fishing camp.’ […]
