by Jamie Bosse | Oct 26, 2022 | Estate Planning, Featured, Financial Planning
Estate planning (planning for what happens to your assets when you die) is probably the spookiest part of any financial plan. This Halloween is the perfect time to face your fears and get educated on why this is such an important part of everyone’s plan. No one likes...
by Jamie Bosse | Jun 19, 2018 | Estate Planning, Financial Planning, Insurance
There are countless things to consider and evaluate when you become a parent. In addition to all of the new furniture purchases, college planning, budget changes, and baby-proofing, there are two very important things that new parents need to review: Life Insurance...
by Stewart Koesten | Jul 31, 2017 | Estate Planning, Financial Planning
Will you be prepared? Will your family be prepared? That horrible phone call comes: A loved one is in critical condition. Or has passed away. You are a mom, dad, son, daughter, wife, husband, brother, sister, or dear friend. You must jump in and help. What now? Is...
by Stewart Koesten | Nov 7, 2016 | Estate Planning, Financial Planning
By Stewart Koesten Traditionally, estate planning has mainly focused on minimizing estate taxes and directing the disposition of your assets after death. Yet, in today’s modern world, managing our affairs has become even more complicated with issues such as health...
by Matt Starkey | Feb 5, 2014 | Estate Planning, Financial Planning
By Matt Starkey Will your family members know how to handle a life-threatening illness or injury involving a loved one? A “living will” can point them in the right direction. A living will is a legal document that establishes guidelines for prolonging or ending...
