Search Results for “estate plan”

5 Important Financial Strategies to Consider After the Death of a Spouse, Ep #56

04/09/2018

Chad Smith and Grace Kvantas and Allison Berger

Allison Berger and Grace Kvantas are stepping in for Mike this week. In our conversation, we discuss how to navigate through a life crisis, specifically financial considerations after the death…

Checking in on Your 2017 Retirement Contributions

04/02/2018

Angela Keeley-White

Have you made your 2017 Roth IRA (or traditional IRA) contribution? If you have not yet made the maximum contribution, and are eligible to make contributions, you still have time!…

Ep 51 – Financial Savvy For Women: The Top 10 Tips, with Allison Berger, CFP® and Grace Kvantas, CFP®

01/29/2018

Allison Berger and Grace Kvantas and Chad Smith

Studies show that most women don’t think of themselves as having financial savvy. Honestly, it’s a very sad situation but one that is improving as years go by. In this…

Your Ultimate New Year Financial Checklist, Ep# 50

01/15/2018

Mike Eklund and Chad Smith

Checklists make life easier. Research has demonstrated the value of checklists in all industries from medicine to construction. Often our financial to-do lists are scattered tasks we think about often…

Donor-Advised Fund or a Private Foundation for a Charitable Giving Strategy

12/11/2017

Cameron Hendricks

Typically we see clients approach charitable gifting in one of two ways: Giving cash Giving appreciated stock While both are good options, there are often times, where a more advanced…

Why Do I Need an HSA?, Ep #47

12/04/2017

Chad Smith and Mike Eklund

You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. One of the most asked questions we hear centers around the…

Make these Financial Moves in Your 40s – Ep# 40

08/28/2017

Mike Eklund and Chad Smith

You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Once you hit your 40s, it becomes more important than ever to…

The Art of Making Money Plenty

08/07/2017

Allison Berger

The Art of Making Money Plenty in every Man’s Pocket, by Doctor Benjamin Franklin hangs in my office. It’s a frequent reminder of the simplicity of building wealth and security…

Spring Clean your Finances

03/27/2017

Haley Modlin

Spring has officially sprung! While you may take this as an opportunity to spring clean your belongings, make sure you look at your financial life as well as it is…

Checking in on Your Retirement Contributions

01/23/2017

Heather Gudac

Have you made your 2016 Roth IRA (or traditional IRA) contribution? If you have not yet made the maximum contribution, and are eligible to make contributions, you still have time!…

Search Results for “estate plan”

Do you know the right questions to ask when you sit down with a financial planner?