Over 50 and divorce: what you need to know
What every woman over age 50 going through divorce needs to know to take control of her financial future By Kelly Pedersen, CFP®, CDFA As a Certified Divorce Financial Analyst […] READ MORE >
Parents and Grandparents: 6 Things You Probably Don’t Know About 529 Plans and Saving for College
How to fulfill your wish to send your kids (or grandkids) to college and bolster your estate planning in the process By Kelly S. Olson Pedersen, CFP®, CDFA […] READ MORE >
Beneficiary Designations… It’s Not That Simple
Beneficiary Designations… It’s Not That Simple by Kelly Pedersen, CFP® We have all likely filled out a beneficiary form at one point in our life. Often a name gets filled […] READ MORE >
Is Your Estate Plan Missing Valuable Digital Assets?
Is Your Estate Plan Missing Valuable Digital Assets? There is a new type of asset that we all need to pay attention to when drafting our estate plans to pass […] READ MORE >
Tips for Parents with Kids Heading to College
It is that time of year again where you start thinking about getting the kids back to school Many of our clients have recent grads that are heading off to college […] READ MORE >