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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.
Making thoughtful financial decisions during divorce starts with understanding your options. In this episode of Money Sense, Julie Ellenbecker sits down with Susan Hansen,...
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Sandra Geisler, CPA, EIG Director of Tax Planning, to review the...
Anne Mank, CFP®, EIG Wealth Advisor, is joined by K. Paige Engle, Travel Entrepreneur, Author and Speaker, to discuss safe travel strategies, especially when...