Our Recent Blog

How to Talk to Your Parents About Their Finances and Estate Plan
Brandy Branstetter CFP®
October 1, 2026
Most adult children put this conversation off because they are afraid of sounding greedy. Brandy shares the exact words to open it, the three things every family needs to know, and why one slightly uncomfortable conversation now prevents dozens of painful ones later.

How to Talk to Your Parents About Their Finances and Estate Plan
Brandy Branstetter CFP®
October 1, 2026
Most adult children put this conversation off because they are afraid of sounding greedy. Brandy shares the exact words to open it, the three things every family needs to know, and why one slightly uncomfortable conversation now prevents dozens of painful ones later.