All Posts by

Crystal Cox, MBA, CDFA®, CFP®

Crystal is a wealth advisor in our Madison, Wisconsin office.
Corporate Transparency Act

The Corporate Transparency Act: What Business Owners, LLCs, and FLPs Should Know

As we step into 2024, entity owners are facing a new regulatory landscape, significantly shaped by the Corporate Transparency Act ...

inherited IRA

What to Do If You Inherit an IRA Post SECURE-Act

Introduction If you inherited all or part of an individual retirement account (IRA) or a qualified retirement plan, you may ...

advisor designations

Advisor Designations and What They Mean

When looking for a financial advisor, you’ve probably noticed the “alphabet soup” of letter combinations that can follow an advisor’s ...


Designating Powers of Attorney (POAs)

Selection, Documentation, and Communication Best Practices Most of our clients put Powers of Attorney or “POAs” in place as they ...

account beneficiaries

Naming Account Beneficiaries

Don’t Overlook this Important Planning Opportunity Before she passed away, Jade was diligent in making sure her will was in ...