As you embrace retirement, crafting an estate plan is pivotal to protect your legacy, assets, and loved ones’ futures. An estate plan is essential to…

Meet Adam and Elizabeth Adam and Elizabeth are a married couple in their early 40s who live in California with two young children under age…

As we go through life, finances can become more complicated. We like to be good stewards of our hard-earned money as we strive to save…

At a recent seminar, the speaker asked the group if any members of the audience had an estate plan. While not many people raised their…

Sound financial planning includes preparing for the present, future, and the unexpected. Similarly, an estate plan can help protect you, your family, and your assets…

Matt Showley, CFP®, can now add AEP®️ to his name. The Accredited Estate Planner® designation signifies his deep knowledge and expertise in estate planning and…