Wealth Planning

How Much Do I Need to Retire?

July 6, 2023

Michelle Hipskind, CERTIFIED FINANCIAL PLANNER™ and overseer of the Empower Women’s Financial Education Program, discusses the question, “How much do I need to retire?” She emphasizes why there is no one-size-fits-all answer and that it depends on factors such as what the retiree wants their retirement to look like, what they can control, and what they cannot control. Other considerations include replacing cash flow, managing debt, accounting for taxes and healthcare expenses, dealing with inflation,

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.

A Word on the Debt Ceiling

May 23, 2023

Chief Investment Officer Andy Popenfoose gives a video update on The U.S. Debt Ceiling and the markets.

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

The Importance of Buy Sell Agreements

May 16, 2023

In this episode of the Owner’s Corner podcast, host Seth Whicker, a certified financial planner, stresses the importance of having a Buy Sell agreement for any business owner. He explains that while a robust estate plan covers some aspects, a Buy Sell agreement outlines how other people may become owners within the company, how shares will be valued and transferred, and what will happen to shares in the event of a shareholder’s death or disability.

How Much Do I Need to Retire?

Protect your Investible Assets from Pig Butchering

Inheriting Financial Relationships

A Word on the Debt Ceiling

Navigating the Nightmare of Probate with Heidi Adair

The Importance of Buy Sell Agreements

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