Marriage, Divorce & Family

Protect your Investible Assets from Pig Butchering

July 5, 2023

What is it? A new cyber scam. In our last installment, Cyber Security and Your Digital Assets – SYM Financial Advisors –, we outlined how to build an effective cyber security plan. We hope that you are making headway on securing those digital assets. Part of building a strong cyber security plan requires being informed of the ever-evolving criminal scams that attempt to rob you of your hard-earned assets. Personal vigilance is still one of

Inheriting Financial Relationships

June 1, 2023

In this episode of the EmpowHER Podcast, Michelle Hipskind, a certified financial planner, discusses the phenomenon of women inheriting investment portfolios and being dissatisfied with their financial advisors. She notes that 70% of women who inherit responsibilities for an investment portfolio want to switch to someone they are more comfortable with. Michelle provides five important questions to ask a financial advisor to ensure transparency and to guarantee that the advisor is acting as a fiduciary.

Navigating the Nightmare of Probate with Heidi Adair

May 18, 2023

Heidi Adair is a partner at Beers Mallers whose legal practice is focused in the areas of Estate Planning and Elder Law. She is certified as an Estate Planning & Administration Specialist by the Indiana State Bar Estate Planning and Administration Specialty Certification Board. Heidi regularly advises clients regarding the protection of assets through the use of advanced Estate Planning and Elder Law planning. She has counseled numerous families regarding wills, Revocable Living Trusts, and

Cyber Security and Your Digital Assets

April 13, 2023

Cybersecurity is a complex topic. In many ways, it’s like investing. There are lots of ways to do it, it can be really confusing without good information, and reliable advice from a knowledgeable source is critical. And if you don’t do it right, you are likely to lose your money. Each individual and business is different; the tools and techniques necessary to protect them vary dramatically. An online search may render some “top ten steps”

Working Together in a Family-owned Business and a Family-founded Nonprofit with Denny and Kim Fuller

March 28, 2023

Denny and Kim Fuller are the former owners of Little Crow Foods, a food company established in 1903. Denny and Kim became the fourth-generation owners of Little Crow Foods after acquiring it in 1983 and managed its operations until the company’s exit from the food industry in 2012. They have been volunteering their time and entrepreneurial skills to the Humanity and Hope United Foundation following the sale of Little Crow Foods. Founded by Denny and

Building Financial Intelligence for the Female Investor

July 21, 2022

Perhaps you, like many women, have 1001 tasks on your plate, like managing your career, raising children, and caring for aging loved ones. Those responsibilities can push financial decision making to the bottom of your to-do list. Growing your financial knowledge allows you to protect yourself – both for your ideal retirement, and in the case of unexpected life events. Building relationships with professionals you trust and gaining a working understanding of financial planning basics

Protect your Investible Assets from Pig Butchering

Inheriting Financial Relationships

Navigating the Nightmare of Probate with Heidi Adair

Cyber Security and Your Digital Assets

Working Together in a Family-owned Business and a Family-founded Nonprofit with Denny and Kim Fuller

Building Financial Intelligence for the Female Investor

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