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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.
In this episode, we break down what individuals, retirees, and high-earners need to know before year-end following The One Big Beautiful Bill Act.
Jamie Williams, Wealth Advisor at EIG, sits down with Annalee Kruger, Founder of Care Right Inc., to discuss care options for your loved ones...