By Thomas Fridrich
Tom Fridrich, Senior Wealth Planner Once upon a time, people would put money in their 401(k) or IRA accounts and know that – should their retirement savings outlive them – their loved ones would inherit the rest and all would essentially be well.
By Sarah Duey
Sarah Duey I once had clients with only one daughter. They created a trust for only their grandchild without ever telling their daughter why. As the trustees, we worked with this daughter, because her child was still a minor. There were hard feelings — a lot of wondering why her parents …
By Chelsi Balfour
As we approach the halfway mark of 2022, it seems like a great time to revisit what we learned last year. Reflection on the past can lead us through the three stages of gratitude: recognition, acknowledgment, and appreciation. Tune in as the Wise Counsel Wealth advisory team shares their stories.
By Burt White
It’s almost impossible not to feel anxious at the dips and dives the stock market has been taking recently, compounded by relentless inflation-focused headlines. That’s why you might be surprised to learn there’s a lot of positive news to be had, despite the market uncertainty.
