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The holistic wealth viewpoint

Business professional working at home.
6 min read
New year, new you: Nine steps toward financial success in 2022

The new year is the perfect time to create resolutions that improve your life; and a great one is to review your personal financial situation and update your plan. Use this checklist to get your financial house in order for 2022.

Jaime Eckels Wealth Management
Article January 17, 2022 6 min read
Business person holding a cell phone with a sunset in the background.
60 min watch
Investor Insights: 2022 market & economic outlook
The Investor Insights: 2022 market & economic outlook features the insights you need to evaluate your long-term wealth planning strategy. View our on-demand webinar, and let’s start the year together.
Jim Baird Wealth Management
Webinar Wednesday, Jan. 12, 2022 60 min watch
A middle aged person sitting at an outdoor table using their cell phone.
3 min read
Leveraging the power of life insurance inside an irrevocable trust

An irrevocable life insurance trust can be a beneficial estate planning tool for individuals and couples subject to estate taxes and a unique financial instrument for economic return. Are they right for you?

Steven J. Gibson Wealth Management
Article January 12, 2022 3 min read
Elderly woman sitting on a swing on a porch using a handheld tablet device.
5 min read
10 essential financial planning considerations for 2022
The beginning of a new year is a great time to review your financial plan. Here’s our “top 10” list to help get you started.
David Stahl Wealth Management
Article January 11, 2022 5 min read

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