Estate Planning Workshop – Virtual

Join us for this virtual estate planning workshop where Matthew M. Jensen, Estate Planning Attorney, will outline and discuss 10 common estate planning misconceptions, and how these misconceptions can impact you personally. *Raymond James is not affiliated with Matthew M. Jensen

Asset Protection in Estate Planning

You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others. To insulate your property from such claims, you’ll have to evaluate each tool in terms of your own situation. You may decide that insurance and a Declaration of Homestead…
Continue reading Asset Protection in Estate Planning

Seeking Sun or Savings? Explore a Retirement Move

Many people intend to retire in the place they call home, where they have established families and friendships. But for others, the endof a career brings the freedom to choose a new lifestyle in a different part of the country — or the opportunity to preserve more wealth and protect it from taxes. This big life decision is not all about money or the weather. Quality-of-life issues matter, too, such as proximity to family members and/or a convenient airport, access…
Continue reading Seeking Sun or Savings? Explore a Retirement Move

Divorce Workshop – Virtual

Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and possibly plan your next chapter, it is important to have the tools needed to evaluate the impact divorce can have on your personal and financial life. This workshop will be run by Wealth Advisor, Nicole N. Middendorf, CDFA and Attorney, Samantha J. Graf and will touch on the legal, emotional and financial aspects of divorce. We will cover topics including how to…
Continue reading Divorce Workshop – Virtual

ProsperWine and Women

Social distancing is hard, especially when our business thrives on networking and meeting others. Grab a glass of wine and join us for this LIVE virtual networking session to meet other amazing women! Registration is required.

Divorce Workshop – Virtual

Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and possibly plan your next chapter, it is important to have the tools needed to evaluate the impact divorce can have on your personal and financial life.   This workshop will be run by Wealth Advisor, Nicole N. Middendorf, CDFA and Attorney, Samantha J. Graf and will touch on the legal, emotional and financial aspects of divorce. We will cover topics including how…
Continue reading Divorce Workshop – Virtual

More than Money – Live Chat

With the current dramatic changes surrounding us, your finances may be causing you extra stress and anxiety. We want to change that. Every week on Tuesday at 1pm CST we will be LIVE talking about money and giving you tips and tricks to help you manage your money on a daily basis as well as longer term financial planning. Topics will include estate planning, investing, the market and economy, insurance, protection planning, budgeting, and more. Tune in each week to…
Continue reading More than Money – Live Chat

More than Money – Live Chat

With the current dramatic changes surrounding us, your finances may be causing you extra stress and anxiety. We want to change that. Every week on Tuesday at 1pm CST we will be LIVE talking about money and giving you tips and tricks to help you manage your money on a daily basis as well as longer term financial planning. Topics will include estate planning, investing, the market and economy, insurance, protection planning, budgeting, and more. Tune in each week to…
Continue reading More than Money – Live Chat

More than Money – Live Chat

With the current dramatic changes surrounding us, your finances may be causing you extra stress and anxiety. We want to change that. Every week on Tuesday at 1pm CST we will be LIVE talking about money and giving you tips and tricks to help you manage your money on a daily basis as well as longer term financial planning. Topics will include estate planning, investing, the market and economy, insurance, protection planning, budgeting, and more. Tune in each week to…
Continue reading More than Money – Live Chat

The Struggle We Face With Aging Parents

Recently we have been helping so many clients deal with their parents and estate planning. Coming to the realization that we need to take extra care of our parents later on in life is one of the most difficult things to deal with. It is hard to talk to anyone about money, let alone your parents. Regardless of whether you and your parents have always talked freely about money or never discussed the subject, there are several considerations you may…
Continue reading The Struggle We Face With Aging Parents