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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.
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,...
Heather Deaton, EIG Wealth Advisor, talks with TrueMan McGee, Owner and Founder of Funky Fresh Spring Rolls, about successes, failures, and lessons learned on...