by Eric Junge | Mar 21, 2024 | Uncategorized
COLLEGE PREP: HOW TO PROTECT YOUR CHILD’S HEALTH Parents with college kids may be more focused on helping their adult children get settled into a dorm than thinking about key documents they should sign to protect their health and privacy. What If Your Adult...
by Eric Junge | Mar 20, 2024 | Uncategorized
PLANNING CONSIDERATIONS FOR SMALL-BUSINESS OWNERS Small-business owners have unique financial challenges. Is your advisor prepared to meet them? The number of small-business owners in the United States totals more than 32.5 million;¹ however, studies show these...
by Eric Junge | Mar 18, 2024 | Uncategorized
PROVIDING PLANNING FOR THOSE WITH SPECIAL NEEDS Written by: Cory M. Allen, CFP®, ChSNC® Traditional financial planning is a broad topic that includes both simple and highly complicated topics. It is not surprising many people chose to enlist the services of a...
by Eric Junge | Mar 18, 2024 | Uncategorized
TAKING CARE OF A FAMILY MEMBER WITH A DISABILITY We understand that families who have a loved one living with a disability face unique challenges. We work with experienced teams to create one, coordinated wealth management plan that takes into consideration your...
by Eric Junge | Mar 18, 2024 | Uncategorized
FINANCIAL CONSIDERATIONS FOR SOON-TO-BE PARENTS When starting a family, it’s important to be prepared. The birth of a child is an exciting, and oftentimes overwhelming, time. Addressing the following items may help provide peace of mind so you are free to focus on...
by Eric Junge | Mar 18, 2024 | Uncategorized
TEACHING CHILDREN ABOUT MANAGING MONEY “We teach children to save their money. As an attempt to counteract thoughtless and selfish expenditure, this is a value. But it is not positive; it does not lead the child into the safe and useful avenues of self-expression...
