by Fehrman | May 17, 2023 | Estate Planning, Financial Goals, Financial Literacy, Financial Planning, Markets and Investing, Money and Children, Personal Planning, Retirement
Finances can be a tricky topic. Some people are more comfortable discussing money than others. But when it comes to your estate plan, it’s important your loved ones understand your wishes. A discussion to share your plans is the first step. We have some tips you can...
by Fehrman | Jul 15, 2022 | Estate Planning, Financial Planning
While a morbid topic, estate planning is a key part of any financial plan as it ensures that your property and assets are given to the correct individuals once you have passed. It is a common misconception that estate planning is only for the ultra-wealthy. However,...
by Fehrman | Mar 24, 2022 | Estate Planning, Financial Planning, Investing Women, Long Term Care, Personal Planning, Retirement
Since March is National Women’s History Month, we wanted to bring some attention to the unique considerations in financial planning for women. It is important to understand how these challenges many impact you, or the women in your life you care about. While every...
