life insurance

Wealth Management Insights Third Quarter 2024

Wealth Management Insights Third Quarter 2024

We present the third quarter 2024 Wealth Management Insights publication titled, “Is Your Insurance Right for You?” featuring articles written by Samantha Pahlow, CTFA, AWMA®, Casia Chappell, CFP®, CPWA®, and Chris Bixby, CFP®, EA.

Planning for an Alternate Scenario

Planning for an Alternate Scenario

Scott Christianson, CFP®, discusses ways in which a well-intentioned estate plan can misalign with the deceased family member's intentions and how to avoid pitfalls related to beneficiary designations.