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Archive, Elder Care, Family Finance

Do you need a Professional Adult Child?

ReFrame Wealth works in partnership with LionHeart Eldercare & Consulting, founded by Colleen Duewel. She often describes her role as a “Professional Adult Daughter”. …

Mitch Falter, AIF®, CFP®

Archive, Elder Care

The Stats About Family Caregivers Everyone Should Know

Two out of 10 people in America will become caretakers for loved-ones, mostly in addition to their full-time jobs.1 With a fifth of adults preparing …

ReFrame Wealth

Archive, Elder Care

When Financial Planning Must Expand to Life Care Planning

My father is a man of exceedingly few words and simple needs. He has little use for modern conveniences: he doesn’t drive, own a …

Mitch Falter, AIF®, CFP®

Family Finance

Creating Transparency for Families in the College Funding Process

By: Cozy Wittman Journal of Financial Planning: January 2021 Cozy Wittman is the education and partnerships manager for College Inside Track, an organization that helps …

Savant Wealth Management

Retirement Planning

Mid-Year Retirement Planning Checklist

At the beginning of every year, it’s popular to make New Year’s resolutions. We create goals and hang vision boards. We might even concentrate …

Savant Wealth Management

Investing

Markets in Perspective: Investing at All-Time Highs

Key Points: Time provides perspective for long-term investors. History tells us new highs are normal, and stocks tend to move higher over the long …

Savant Wealth Management

Retirement Planning

Watch Out for These 6 Retirement Myths

Making financial preparations for retirement can seem overwhelming, especially with the overwhelming amount of information available to help you with this task. It can …

Savant Wealth Management

Investing

How to Make Your Executor’s Job Easier

The executor of an estate is the person tasked with tying up a deceased person’s affairs. Often, the duty falls to a spouse or …

Savant Wealth Management

Investing

Never Too Early to Plan Ahead: Federal Estate Tax Exemption to “Sunset” at the End of 2025

The federal estate tax exemption is at a historic high but soon will be cut in half. The Tax Cuts and Jobs Act passed …

Savant Wealth Management

Investing

Avoiding Financial Frights: Common Money Mistakes and How a Financial Advisor Can Help

We all know that managing our money can be a daunting task. It’s common to encounter twists and turns along the way that can …

Savant Wealth Management

Retirement Planning

When to Revisit Your Estate Plan

For most people, reviewing a set of comprehensive estate planning documents and updating them can feel like going to the dentist. You don’t like …

Savant Wealth Management

Retirement Planning

Managing Healthcare Costs in Retirement

A confluence of factors – longevity, inflation, a confusing healthcare landscape, and the limitations of Medicare – can have a significant effect on a …

Savant Wealth Management

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