by Lauren Jackson | Feb 1, 2024 | Attorney, Estate Planning, financial advisor, Lawyer, Limited Liability Company, Retirement, Small Business
One of the most important things we can do for our families, and our future selves, is to save money in retirement accounts. I’ve noticed a common client misconception that all money in retirement accounts (IRA, 401K, 457, etc.) is protected and untouchable by...
by Lauren Jackson | Jan 20, 2023 | Estate Planning, financial advisor
When thinking about estate planning, you may not realize how much a financial advisor can be involved in the process. Many financial advisors will not take you on as a client if you do not have your estate planning complete. Why would financial advisors turn down...
