Charissa Anderson CFP

Wealth Management Insights Second Quarter 2024: Planning for Our Children's Future

Wealth Management Insights Second Quarter 2024: Planning for Our Children's Future

We present our second quarter 2024 issue of Wealth Management Insights titled “Planning for our Children’s Future.” In it, Samantha Pahlow, CTFA, AWMA®, discusses the crucial aspects to consider when planning for the distribution of assets for minor children. Scott Christianson, CFP®, writes about planning ahead for unanticipated outcomes in our estate plans and what we can do with estate planning to avoid major pitfalls and Charissa Anderson, CFP®, CDFA®, provides a considerations when saving for education and utilizing a 529 account.

Social Security Spousal Benefits

Social Security Spousal Benefits

Charissa Anderson, CFP®, CDFA®, explains the various aspects of Social Security spousal benefits and how it fits into retirement planning.

Wealth Management Insights: Preparing Future Generations for a Legacy of Success

Wealth Management Insights: Preparing Future Generations for a Legacy of Success

Our Wealth Management Insights publication for second quarter 2021 titled, “Preparing Future Generations for a Legacy of Success.”

Inheritance: Navigating the Bittersweet Windfall

Inheritance: Navigating the Bittersweet Windfall

No matter your generation, there is a chance you will receive an inheritance at some point in your life. This bittersweet transfer of wealth could substantially change your financial picture.

Wealth Management Insights First Quarter 2021

Wealth Management Insights First Quarter 2021

Our Wealth Management Insights publication for the first quarter of 2021 is titled, “Planning for the Future.”

Get Medicare Savvy

Get Medicare Savvy

Whether enrolling in Medicare for the first time or preparing for the Medicare open-enrollment period, it pays to review plan options and choose the most appropriate coverage for your circumstances.

Planning for Healthcare in Retirement

Planning for Healthcare in Retirement

Our health and well-being during this pandemic is a top priority. While there are things about managing our healthcare that we cannot control, we do have options to plan for the financial impact.

Making a Change in Medicare

Making a Change in Medicare

A good practice for anyone covered by Medicare is to assess if your coverage is compatible with your needs. Contrary to conventional wisdom, choosing health insurance may not be a one-time decision for most Medicare enrollees. Plans change … and of course needs may change over time too.