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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.
Heather Deaton, EIG Wealth Advisor, sits down with Khaleel Ali, Senior Education Savings Consultant at Edvest, to discuss 529 college savings plans and eligible...
Discover how praticing gratitude can reveal the invisible threads of connection in your life and remind you that you're never truly alone.
Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jennifer Buchholz, CEO of Excel & Flourish, about tips on how to use Excel spreadsheets...