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• Financial Planning for Couples: How to Achieve Your Shared Goals

  Money matters in relationships, and it's crucial for couples to consider these financial planning tips to ensure alignment on their financial goals.

• What Each Olympian Teaches Us About Planning and Behavioral Economics

  As the world turns its eyes to Milan for the 2026 Winter Olympics, Joe Maier, JD shares some of the investment and financial planning lessons that we can learn from past Olympians 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.

• Succession Planning: If You Don’t Uncover the Skeletons in Your Closet, Your Buyer Will

  Starting the preparations to sell your business is never easy. Selling or buying a business comes with mixed emotions and hard decisions. There are a lot of variables to consider. One action item to discuss early is the process of due diligence. In order for you to attract a buyer to your company, you must engage in the pre-sale due diligence process well before your anticipated departure date.

• Three Essential Estate Planning Steps to Protect Your Nest Egg

  Learn more as Nicole Farbo, VP Wealth Fiduciary Advisor, CFP®, shares valuable insights on protecting your assets and ensuring your loved ones are taken care of in the future through estate planning.

• Part II of III: The Goldilocks Planning Solution to the Reduction in the Transfer Exemption

  This is the second article of a three-part series on the use of a spousal lifetime access trust (or SLAT) to eliminate the risk of changes in the estate and gift tax system.

• Spring Cleaning: Three Financial Planning To-Do Items

  Spring cleaning isn’t just about clearing out the garage—it can also be the time when you make sure that your “not urgent, but important” financial checklist is completed. Joe Maier, JD shares in this week’s Wealth Insights article the three financial and estate planning to-dos that you should consider checking off your list this spring.

• How ‘One Big Beautiful Bill’ Tax Code Changes Impact Succession Planning

  Joe Maier shares his insights in BizTimes on how the tax code changes in the "One Big Beautiful Bill" affect succession planning. Learn more here.

• The COVID Calculation: The current pandemic is upending many investment and estate-planning strategies

  Up until March, many people viewed 2020 as potentially being one of the best years ever in terms of their investments. All of that changed with COVID-19.

• Planning a Wedding? These 10 Budgeting Tips Will Help You Save Money

  While planning a wedding is a large financial endeavor, you don’t have to sacrifice your long-term financial goals to have the celebration of your dreams. Brooke Harycki, VP, Consumer Banking Regional Manager, shares a few saving strategies and planning tips for newly engaged couples.