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Wichert Financial Services Blog

How Much Should You Spend on Aging in Place?

Friday, August 22, 2025

Aging in place-the idea of staying in your own home as you grow older-offers both independence and comfort. But while the idea sounds appealing, the financial reality of making it happen can be more complicated than...

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What You Should Know Before Naming a Minor as a Beneficiary

Tuesday, August 5, 2025

If you have young children, grandchildren, or other little ones in your life who are dear to you, you might consider including them in your estate plan. One component of that estate plan may include naming them as a...

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