by GSMA | Oct 6, 2026 | Articles
A look at the conversations we have with you during your transition to retirement, and why there is no single “right” way to do it. By Shane Carrier, CFP®, Uhler Vertich White Advisors If you ask me what the first year or two of retirement looks like, my...
by GSMA | Sep 2, 2026 | Articles
Why the most important work happens before an attorney gets involved By Corey Vertich, Uhler Vertich White Advisors Estate planning is some of the most personal work I do with the families I serve. It’s also one of the hardest to start, because it...
by GSMA | Sep 1, 2026 | Articles
The most important thing you leave behind isn’t the money. It’s whether the people you love are ready to receive it. By Corey Vertich, Uhler Vertich White Advisors In the first part of our Estate Planning series, I wrote about why every...
by GSMA | Aug 31, 2026 | Articles
Signing the paperwork is just one piece of the process. Here’s how we help make sure your estate plan works when your family needs it most. By Corey Vertich, Uhler Vertich White Advisors When I tell clients it’s time to talk about their estate...
by GSMA | Jul 31, 2026 | Articles
How to build a team, protect essential benefits, and create a plan that gives your family confidence about the future By Corey Vertich, Uhler Vertich White Advisors When I sit down with a parent whose child has special needs, the conversation almost...
