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Part of aging is accepting that any one of us may face mental or physical health challenges along the way. When a serious diagnosis like Alzheimer’s or Parkinson’s occurs, it can feel overwhelming. For the family, too, this moment is significant. It doesn’t just involve planning for the individual with the diagnosis; it also means needing to protect and inform the entire care system. A well-organized incapacity plan can offer legal protection, clarity, control and emotional steadiness during un

In this episode, Mike Delgass and Sandy Wiggins are joined by Liz Summers, Director of Wealth Strategy for Wealthspire's Family Wealth practice, as they discuss the critical planning steps business owners should consider before selling their company.

Whether you’re early in your career, raising a family, or preparing for retirement, building a thoughtful budget is one of the most effective ways to gain control over your financial life.

Investing can feel intimidating at first, but it’s one of the most powerful tools for building long-term financial freedom. Whether you’re new to investing or have years of experience, revisiting the fundamentals is always a smart move.

New York, NY – August 26, 2025 – Wealthspire Advisors LLC, an NFP company and independent registered investment advisor with $31 billion in AUM1, today announced it has entered into an agreement to acquire Marin Financial Advisors, a long-trusted boutique RIA based in Larkspur, California, with more than $380 million in assets under management. The addition reflects Wealthspire’s continued commitment to seeking out like-minded advisors who prioritize longstanding client relationships, thoughtfu