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  • Claude, Chat, LinkedIn and TikTok: How Much Should I Put in My 401K?

    Social media is rife with financial advice – but new grads are asking is any of it good? After serving on a panel last week, Director of Wealth Strategy Joe Maier, JD took a look at the types of advice that AI chatbots produce and what is common on social media. In this week’s Wealth Insights article, he shares his finding: some advice is good, some is awful and most is somewhere in the middle.

  • Early retirees: Questions You May Have Hesitated to Ask This Year

     Understand what mortgage refinancing is and if it makes sense for you and your unique financial situation.  

  • Establishing Goals and Savings Strategies

    Join us for a reality-based conversation to better understand saving strategies and goal planning.

  • Fiduciary Services: A Trusted Partner for Life’s Transitions

    "Fiduciary services offer more than just financial management; they provide personal and emotional support during life’s most challenging moments," shares Anisa Dunn, SVP Senior Fiduciary Services Manager, in this week’s Wealth Insights article. Anisa highlights 5 different features of fiduciary services that not everyone knows.

  • Four Approaches to Lessen Taxes on Your Investment Gains

    Taxes are on investors' minds this time of year. While they're a fact of life and we shouldn't let the tax tail wag the dog, Portfolio Manager Kyle Tripp shares in this week’s investment commentary four strategies to help minimize them.

  • Understanding Changing Rules for Inherited IRAs

    The regulatory and tax landscape around inherited retirement accounts has changed significantly in just a few years. In this week’s Wealth Insights article, Brian Schaefer shares how the new rules could affect your estate plan and tax planning.

  • Video: When a Loved One Experiences Cognitive Decline

    It's challenging, yet important to plan and prepare for a loved one experiencing cognitive decline. Pam Stubler and Kelly Mould offer valuable insights and resources that can help you understand where to begin.

  • Finding Your Purpose In Retirement

    Discover how to find purpose in retirement with our insightful guide. Learn how to navigate this exciting new chapter and understand what to expect.

  • “Do I Need a Will?” Wrong Question.

    “Do you need a will?” Wrong questions! Joe Maier, JD addresses the question he is most commonly asked at cocktail parties as an estate planning attorney in this week’s Wealth Insights article.

  • The Gift of a Family Meeting: Planning, Legacy & Love

    Estate planning thrives on open communication and trust. Watch our video featuring Joe Maier and Kelly Mould to learn how family meetings can help everyone understand the plan and the values it represents, reducing conflicts and strengthening bonds.

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