What Is the CES™ Designation? And What Could It Mean for Your Legacy?
Estate planning is about more than writing a will — it’s about protecting your family, minimizing taxes, and making sure your financial legacy unfolds exactly
Category: Wills, Trusts, and Estate Planning
Patti Brennan Ranked #2 and #12 on Forbes 2026 Top Women Wealth Advisors Lists
100 Women. More Than $400 Billion Managed. One National Ranking.
Each year, Forbes releases its Top Women Wealth Advisors list in partnership with SHOOK Research. The 2026 national
Patti Brennan and Jessica Stunda Earn the Certified Tax Specialist™ (CTS™) Designation
What Is a Certified Tax Specialist™ (CTS™)?
Tax planning is about protecting your income, minimizing unnecessary tax exposure, and making sure your financial strategy works as
Long-Term Care Insurance and the Bigger Picture
When it comes to long-term care, insurance is just one piece of the puzzle. As Patti Brennan explains, true long-term care planning goes beyond policies
The Fed Cut Rates…So, When Can I Refinance My Mortgage?
The Federal Reserve recently cut rates—welcome news for borrowers, but what does it really mean for your mortgage? While headlines often make it sound like
Beyond Insurance: The Comprehensive Approach To Long-Term Care Planning
The Secret Force Multipliers That Accelerate Financial Success
In February 2020, a British Airways flight broke speed records by riding 200+ mph jet stream winds. What