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Three Estate Planning Lessons from Losing a Loved One estate planning Aug 02, 2024

My aunt died in April. She was another mother figure in my life, and simply writing that she has died is harder than I can honestly explain. As a financial planner, I have worked with families that...

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Is Estate Planning Right for You? estate planning Jun 07, 2024

Estate planning is having a plan for how you want your assets and financial affairs to be taken care of when you can no longer make decisions for yourself, either from death or incapacity (e.g.,...

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Shelitha Smodic, CFP®

A financial planner, researcher, and voracious learner dedicated to bringing quality financial education and advice to everyone.

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