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Now viewing articles posted in 2019.

  • Podcast Alert! Two Financial Advisors Discuss HIP

    November 8th, 2019 by Nyle Bayer

    47% of American adults say they need an estate plan but haven't gotten around to it yet. Our CEO Chris Shuba cited this surprising data from Wealth Council as he sits down with Ben Warren, CFP®, Founder and Principal of Clear Creek Financial and Dave Morrison, CFP®, Founder of Guide Morrison in our latest podcast episode. They discuss how our Helios Integrated Planning service is working to change the estate planning business. 

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  • Estate Planning in Five Minutes – Our Wealth/Stack Demo!

    September 16th, 2019 by Nyle Bayer

    Our Wealth/Stack Showdown presentation. Five minutes is all you need to understand the what, why, and how Helios empowers Financial Advisors to begin coordinating Estate Plans for their clients.

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  • Podcast Alert! The Financial Advisor's Guide to Estate Planning

    August 28th, 2019 by Nyle Bayer

    Our first season of the Financial Advisor's Guide to Estate Planning is eight episodes of Nyle and Mike discussing the most important details every Financial Advisor should know about Wills, Trusts, Estate Plans, and more. 

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  • Veterans Make Rookie Mistakes Too!

    June 10th, 2019 by Nyle Bayer

    Tip of the week: Make sure your beneficiary designations are in line with your estate plan!

    For example, if your young children are not getting immediate access to their inheritance, but the beneficiary designation on your life insurance names the kids as a direct beneficiary – you may be giving up the control that you wanted as part of your estate plan.  Consider naming the trust as the beneficiary to make sure everything is pulling in the same direction!

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