Managing Principal Jennifer Wolfsberg was recently featured on Radio Entrepreneurs, an internet radio show and podcast that shares the stories of entrepreneurs in the interest of giving more exposure to innovative and fast moving companies, while creating a knowledge...
July 17, 2019. By Jennifer Wolfsberg: It’s human nature to avoid that which makes us uncomfortable. It’s also human nature to avoid topics we may not enjoy or have little to no interest in. And how about topics we are scared to discuss? These too get...
November 9, 2018. By Ashley Agnew: Our Director of Financial Planning, Olga Okaty CFP® was recently interviewed and featured in the Senior Living Blog for A Place for Mom, a site connecting families to senior care resources. The article, “What you need to Know...
April 13, 2018. By Matt Okaty: A Power of Attorney (POA) is an important planning item that will generally be included in any comprehensive estate plan. While a Last Will and Testament directs how your assets will be distributed after you die and assigns an executor...
January 9, 2018. By Ashley Agnew: As part of our services, we often quarterback the coordination of tax and estate planning professionals on behalf of our client’s needs. This includes but is not limited to: retitling of accounts, annual gifting execution and...
