Estate Planning at Different Stages of Life

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…

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Generational Wealth Planning

By Kevin Reardon CFP® Have you ever wondered what will happen to your family when you are gone? Will your family continue to thrive through the second or third generation? Generational Wealth Planning (GWP) entails planning that goes beyond ourselves, with the intention of positively influencing our next generations. This influence involves more than just…

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The “Right” Way to Add Adult Children to Your Bank Accounts

Right Way To Add Adult Children To Bank Accounts

By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® There actually is a “right” (and a “wrong”) way to add adult children to your bank accounts It’s a scenario we see often—an older adult wants to add one of their adult children to a bank account.  Typically, it is done for convenience purposes in case something…

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