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Blog

Keith Wetjen | May 31, 2023

Why & How To Protect Your Digital Assets with Attorney Susan McCoy

Estate Planning
Digital Assets
We’ve worked with many families to help them navigate transitions with more ease and confidence and, time and again, one of the most stressful (and surprising)
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Peter Pabich | May 9, 2023

How To Manage Your Finances Following the Loss of a Spouse

Estate Planning
Digital Assets
Losing a partner unexpectedly not only results in significant emotional pain, but also brings with it several financial implications and obligations. These
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Keith Wetjen | May 9, 2023

9 Key Considerations for the Sandwich Generation

Retirement
Long Term Care
If you are currently faced with the task of caring for both your aging parents and children of your own, you’re likely part of what’s known as the sandwich
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Peter Pabich | Apr 7, 2023

What You Need To Know About the SECURE 2.0 Act

Retirement
Tax Planning
Charitable Giving
The latest version of the Setting Every Community Up For Retirement Enhancement (SECURE) Act brings with it important changes. The act was initially designed to
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Keith Wetjen | Apr 7, 2023

How Our EWP Client Portal Can Help Simplify Your Financial Life

Technology
Cybersecurity
To help you keep your affairs in order, a valued qualified professional collaborative advisor and a wealth management plan are essential. It’s also important to
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Peter Pabich | Feb 3, 2023

Your Guide to 2023 Tax Changes

Tax Planning
Wealth Planning
Retirement
Business
The IRS makes adjustments to tax thresholds and other changes every year, however this year's adjustments have been more noticeable than other years.
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Keith Wetjen | Feb 3, 2023

How To Save on Taxes After December 31st

Tax Planning
Saving
Wealth Planning
Now that the end of year has come and gone, you might be left wondering whether you still have any opportunities to maximize your taxes before filling. The good
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Peter Pabich | Dec 2, 2022

What is Wealth Management and Where Do I Start?

Planning
A solid wealth management plan allows you to set and reach your financial goals. However, it’s about much more than just dollars and cents.
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Keith Wetjen | Dec 2, 2022

How To Plan For Your Business Exit

Business
Retirement
Exit Planning
A key tenant of wealth management is planning, growing, and leveraging your assets - and, if you own a business, it's likely that it’s your biggest asset. There
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Peter Pabich | Dec 2, 2022

Your Guide to Year-end Planning

Year-End
Planning
Tax Planning
Between social events, holidays, and work commitments, year-end can be a busy time. However, to end the year in good financial shape and start the new year on
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Keith Wetjen | Nov 2, 2022

Strategic Ways To Keep Giving During Times of Economic Uncertainty

Charitable Giving
Philanthropy
Oftentimes, organizations are in need of even more support during periods of economic uncertainty. Additionally, there are a number of giving strategies
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Peter Pabich | Sep 7, 2022

What To Expect In The Second Half of 2022

Planning
Over the past few months, the economic landscape has continued to experience a great deal of volatility. With rising inflation and sub-par market performance
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