5 financial matters to consider when moving to a new state

CFP®, Partner, Brightworth, Lisa Brown, and Wealth Advisor •
Kiplinger

Whether your company has decided to move its headquarters or operations to a new state or asked you to move to a different office location, you likely have a myriad of questions running through your mind. Where will I live? How are the schools? What’s the cost of living difference? Who are the best doctors?

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5 tips to start your estate planning today

Taylor Schulte, Founder, Define Financial, CFP, and CEO •
Kiplinger

Estate planning can seem daunting and overwhelming. It may even conjure up negative emotions for some. Perhaps that’s why an estimated 64% of Americans don’t have a will or any type of estate plan in place. Unfortunately, that means a majority of the population is at risk of leaving their families or business partners a

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