Bradley Owen, CFP®, RLP®, RMA® and Anne Wenger, JD, LLM (McLaughlin Legal) The adjustment to the loss of a loved one is hard enough without the inevitable workload of settling their affairs. Even if they don’t have much in the way of assets, the process takes time – typically up to a year or more. […]
What a day of laughter and fun… Happy 30th birthday to our wonderful Paraplanner Kelly!!!
The 10 “Must-Dos” After You Say “I Do” Start your marriage with a sound financial foundation… -By Adam Werner, CFP®, April 12, 2017 Congratulations on the nuptials! In the eyes of your family and friends (and the US Government) the two of you are officially a family! New doors have now opened and it’s important […]
Sculpting the minds of future Financial Planners! Donnelly Wealth Advisor’s Adam Werner recently led a Career Path Panel for the students of San Diego State University’s Financial Services Department. Four advisors from different companies and different backgrounds had the opportunity to share their experiences with the financial professionals of tomorrow