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Feb 26, 2018

Leaving a Legacy for Your Pets

To many, pets are members of the family. But who will care for them when we’re gone? Including your pets in your estate plan can solve this dilemma.

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Oct 16, 2017

You Inherited an IRA... Now What?

Inheriting an IRA can be a blessing. Dealing with the IRS distribution rules can be a headache. Understand your options!

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AUTHORS

Image for Elaine E. Bedel

Elaine E. Bedel, CFP®

CEO and President
Executive on Loan

Image for Evan D. Bedel

Evan D. Bedel, CFP®

Owner and Director of
Finance & Strategy

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Kate Arndt, CFP®

Financial Planner

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Meredith Carbrey, CFP®

Sr. Wealth Advisor

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Ryan A. Collier, CIMA®

Sr. Portfolio Manager and Director of Investment Management

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David Crossman, CFA

Sr. Portfolio Manager

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Kristina Dougan

Operations Specialist and Investment Assistant

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Anthony Harcourt, CIMA®

Portfolio Manager

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Kathryn J. Hower, CFP®

Sr. Wealth Advisor and
Director of Financial Planning

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Jonathan Koop, CFA

Portfolio Manager and
Manager of Investment Management

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Sarah Mahaffa, CFP®

Sr. Wealth Advisor and
Manager of Financial Planning

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Austin Stagman, CIMA®

Portfolio Manager

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Mathew J. Ryan, MBA, CFP®

Financial Planning Specialist

Abby VanDerHeyden, CFP®

Wealth Advisor &
GenerationNeXt Team Leader

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Cassi M. Vanderpool

Director of Administration

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Bill Wendling, CFA

Sr. Portfolio Manager and
Chief Investment Officer