I Just Have a Quick (Estate Planning) Question Part 2

with Bill Poulsen

  • 2 March 2019
  • Author: IEP Team
  • 0 Comments
Join in as we continue on with our most common frequently asked questions about estate planning. Mark Wight is joined again by Bill Poulsen. 

I Just Have a Quick (Estate Planning) Question

with Bill Poulsen

  • 23 February 2019
  • Author: IEP Team
  • 0 Comments
There are so many times we get asked questions about estate planning, wills, aging in place, and more. Listen in to hear Mark and Bill go over some of these most frequently asked questions.

No Place Like Home, But Which Home?

with Catherine Owens

  • 23 February 2019
  • Author: IEP Team
  • 0 Comments
Often the discussion that happens when we're aging is "How can we stay home?" The reality is that staying in your current house isn't always the best or right option. That doesn't mean you can't be home! Finding somewhere to age comfortably and safely is key. In...

Financial Planning by Design or by Default

with Justin Walker

  • 16 February 2019
  • Author: IEP Team
  • 0 Comments
Is your financial plan an actual plan? Is there an underlying strategy and design for your future? Or are you just "winging it"? Even if you don't consider yourself wealthy, you're probably planning on retirement of some kind, and almost all of us get old (whether we want...

Life Events that Trigger a Review of Your Plan

with Justin Walker

  • 9 February 2019
  • Author: IEP Team
  • 0 Comments
How current are your financial and estate plans? Have you experienced a life change that could impact those plans? Learn from financial planner Justin Walker and estate planning attorney Mark Wight about what could trigger a change and what you need to do to stay current.
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