Client Experience

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            Preschool: “It’s not too early to start”

              School Age: “But I’m just a kid”

                The Teenage Years: “Real World” Lessons

                  Client Education Center

                    Hertel & Konish Wealth Management Group Events

                      Additional Pages

                        Envision® Planning

                          Plan to Live

                            FAMILY CFO SERVICES

                              OUR PROCESS

                                WEALTH TREE

                                  Article - After the Storm

                                    Article - Are You Prepared?

                                      Article - Retiring Single: 5 Strategies to Consider

                                        Article - 3 Steps for Raising Kids With Money Smarts

                                          Article - Is your portfolio as efficient as it could be?

                                            Going Back to School

                                              Article - 10 Reasons Why Beneficiary Designations Are Important

                                                Article - Charitable giving considerations for 2021

                                                  Article - Supporting our community ... and beyond

                                                    Article - Five ways to help protect your family online

                                                      Financial Resources

                                                        Our Clients

                                                          Article - Selling your business to private equity group vs. strategic buyer

                                                            Our Approach

                                                              Article - Understanding donor-advised fund basics

                                                                Article - Tools available for family business transitions

                                                                  Article - Giving well: How can philanthropy be more focused and fulfilling?

                                                                    Article - Grandparents can teach lessons about money and investing

                                                                      Article - Consider these three suggestions if you inherit a trust

                                                                        Article - Its Time to Create or Update Estate Plans

                                                                          Article - Seven Must Have Financial Conversations Before Marriage

                                                                            Article - Understanding the per stirpes beneficiary designation

                                                                              Article - How to build a strong management team

                                                                                Article - Inheriting an IRA as a Designated Beneficiary

                                                                                  Article - A Guide to Priority Credit Line




                                                                                          Videos Detail



                                                                                                Article - Questions youre asking: What is considered a second home for tax purposes


                                                                                                    Article - Considerations before naming a trust as an IRA beneficiary

                                                                                                      Article - The Season of Milestones: Making Sure your Wealth Plan is Aligned

                                                                                                        Blog - Three Tips for Financial Cleaning & Organizing

                                                                                                          Article - Investing in the future with your familys past