Client Education Center

Ongoing financial education helps empower clients to be good stewards of their wealth. Hertel & Konish Wealth Management Group has access to a vast library of articles on a wide spectrum of topics. Below is a sampling of pieces from our library. Check back often for timely articles.

Email us to learn more.

 

+ Topical Reading: Newly added!

2016 Charitable Giving Techniques

 

2017 Year-End Planning Checklist

 

 

 

 

Education Planning

Saving for College

Introduction to College Financial Aid

 

Estate Planning Strategies

Guide to Estate Settlement

Five Most Important Estate Planning Documents

Understanding Beneficiary Designations

 

Medicare/Healthcare/Social Security

Important Social Security Claiming Strategy Changes

How to Create an Online Social Security Account

Healthcare & Retirement

Medicare Basics

 

Tax Information

Eight Timely Ideas That May Cut Your Tax Bill

Understanding the Taxability of Investments

Understanding Capital Gains and Losses

 

Quarterly Newsletter Archive

November 2017, Year-End Planning: Tips & Tools

August 2017, Talking to Elders About Their Finances 

May 2017, Money Conversations to Have Before Marriage

 


Wells Fargo Advisors and its affiliates do not provide legal or tax advice.  Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.