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Julie Ellenbecker-Lipsky, EIG President and Senior Wealth Advisor, is joined by Tracy Coenen who is a Forensic Accountant and creator of the Divorce Money Guide. This guide takes people step by step through the process of gathering and analyzing their financial documents. It is an online handbook with 10 steps to help offer peace of mind to someone in the process of a divorce.
Selling a business and succession planning during the pandemic.
Sandra Geisler, Director of Tax Planning at EIG, sits down with her team to discuss the benefits of year-round tax planning beyond year-end preparations,...
Listen to hear Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talk with Mike Roth of Stark Investments to provide a 2023 market recap.