“Diane’s generosity, willingness to help others, and love of sharing are remarkable and infectious. She approaches philanthropy with intenti...
Sometimes the biggest financial opportunities are the ones hiding in plain sight. In this Indianapolis Business Journal article, Senior Inve...
What Many Legacy Plans Miss In this article, Senior Investment Advisor Kira Vaal, CFP®, CRPC®, explores the challenges of legacy planning an...
"One of the greatest risks to generational wealth isn’t poor investment decisions; it’s the absence of conversation. Families often spend de...
The new year brings some important tax and financial updates designed to give you more flexibility and opportunities. Recent legislation, li...
