Welcome to News & Insights provided by The Sommersberger Group. As your financial partner, we are committed to providing you with the tools and resources you need to make the best decisions about your investments and financial wellbeing. We are consistently reviewing economic and market conditions and developments, as well as how those developments impact the Baird investment strategy. This is your resource to learn more about investment strategy, financial planning, retirement planning, and more.
Periodically, it is important to review your account beneficiaries to ensure your money passes to your intended heirs. Learn from Gil Cervelli, CFP® the life events that should prompt you to make changes and how our team can help.
There a many benefits to a well-crafted estate plan. Learn the keys to planning and how our team can help directly from Greg Sommersberger.
Many people avoid creating an estate plan because they believe they don't need one or it is too complex a process. Greg Sommersberger discusses why that is not the case and how our team makes this very simple for our clients.
Greg Sommersberger discusses why it is so important to develop and implement proper estate planning documents to protect your money, health and your family.
Greg Sommersberger discusses why the cost of NOT creating an estate plan is actually much greater than the cost to create one.
Gil Cervelli, CFP® reviews the structure of revocable trusts in estate planning and their benefits.