Love & Marriage
September 11, 2018
Attorney Leah D. Setzen of Grunyk Family Law and Wealth Advisor Christina Castrejon, CFP® touch on issues too important to go unaddressed concerning marriage and divorce.
Read PostAttorney Leah D. Setzen of Grunyk Family Law and Wealth Advisor Christina Castrejon, CFP® touch on issues too important to go unaddressed concerning marriage and divorce.
Read PostTo help ensure that accumulated wealth is not diminished due to mistakes and oversights, we’ve gathered a few tips to help you assess whether your estate plans are in order.
Read PostFor women who may be new to managing wealth or need convincing that engaging with our advisors is important and necessary—we begin with the question “Where to Begin?“
Read PostThis is essential reading for anyone who has built a business—and wants to ensure a smooth transition while preserving value and maintaining family harmony.
Read Post“I want it now, please!” We explore the cognitive bias of immediate gratification (versus delayed gratification) and its impact in shaping our financial future.
Read PostToo often, trust and estate planning decisions are misunderstood by beneficiaries. In this article, we discuss practicals to help ensure that “trusts don’t imply mistrust.”
Read PostCredit is a powerful tool. Learning to use it effectively should be handed down through generations, which means helping your young adults get started on the right path.
Read PostMoney talk can be awkward between generations, so we asked our experts for ideas on teaching children sound money attitudes and preparing young adults for stewardship.
Read PostQuestions about real estate arise at every life stage, so we asked our experts to list considerations for people in three categories: starting out, middle aged, and retired.
Read PostWe know that our clients’ financial lives extend beyond our firm and, therefore, we want to provide suggestions that promote personal security wherever information is shared.
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