Lauren Detering, MT, CFP®

Articles by: Lauren Detering, MT, CFP®

2022 Year-End Planning Checklist

2022 Year-End Planning Checklist

While we entered 2022 planning for uncertainties around proposed legislative changes, only a minimal number of tax law...

Planning During a Divorce

Planning During a Divorce

Beyond the emotional complexities, high-net worth divorce comes with its own unique set of challenges. Your NewEdge...