Estate Planning
Responsibilities of a Trustee
Responsibilities of a Trustee Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® When an individual is named as a trustee, they assume a significant role that carries both financial and legal…
Read MoreGuest Blog: What Happens to Your Mortgage When You Pass Away?
Guest Blog: What Happens to Your Mortgage When You Pass Away? Written By: Michael Creed, Mortgage Advisor & Partner at Luminate Bank | NMLS ID 50441 Estate planning often focuses…
Read MoreHow We Help: Business Owners
How We Help: Business Owners Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As a business owner, you have a unique set of circumstances regarding finances. Not only do you…
Read MoreFinancial Planning for Cohabitating vs. Marriage
Financial Planning for Cohabitating vs. Marriage Written By: Kevin Reardon, CFP® Adults living together in a romantic relationship outside of marriage, defined as cohabitation, has grown exponentially in the last 50…
Read MoreHow We Help: The Busy Professional
How We Help: The Busy Professional Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® For many professionals, managing the complexities of their career, family life and personal goals can often leave…
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