Blog Topic: Estate Planning

Tax Changes You May Have Missed

Katie Fischer, CFP®



When life gets digital, so must your estate plan!

Katie Fischer, CFP®

In the past two decades, techn...


When cooking up holiday treats or your financial future, smart planning is key

Aaron Williams, CFP®

I’m not the main cook in our house (I give my wife full credit for putting amazing meals on the table every day!), but I do love to eat—and...


Estate Planning: It’s easier (and more important!) than you think

Katie Fischer, CFP®

You’ve made financial planning a priority, and for good reason. Careful planning helps ensure your own financial security thr...