Have you ever wondered what happens to your unpaid bills after you die? You might be surprised to know that it depends on what kind of debt is still outstanding.
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Legacy Press: Summer 2019
This quarter’s newsletter focuses on financial health and the power of volunteering. Read our newsletter to find out why we are proud of Charlie Kerwood, and how we incorporate financial literacy into our lives.
Sandy’s Two-Week Vacation
Sandy recently went on a two-week U.S. trip with her husband. Naturally, we had to write about it! Kristen caught up with her to ask a few questions about inspiration, tips, and details about the adventure.
Economic Impact of the Government Shutdown
As we pass the 30-day mark of the government shutdown. Our CIO, Jason Eliason, discusses how the overall economy may be impacted.
Financial Planning Month: Property Management
Buying real estate can be a great investment. But it can come with plenty of unintended perks and pitfalls. Our firm has covered this subject in depth.