Lauren Detering, MT, CFP®

Articles by: Lauren Detering, MT, CFP®

2023 Year-End Planning Checklist

2023 Year-End Planning Checklist

As we approach the end of another year, navigating an ever-evolving financial landscape, this whitepaper serves as a...

2023 Wealth Strategy Guide

2023 Wealth Strategy Guide

Seeing the Bigger Picture A thoughtfully constructed wealth strategy takes a holistic approach to wealth management...

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...