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Much of the conversation around financial planning focuses on preparing for the future, crafting a thoughtful estate plan and ensuring your legacy is protected for generations to come. But will that bring you joy?

Sarah is one of the youngest members of a small, distant family. When her estranged uncle passed away, she was shocked to learn that she had been named the beneficiary of his home. Though grateful, she began to feel tremendous amounts of guilt for being so distant from her uncle. Sarah was quickly overwhelmed by a wave of emotions, followed by questions and responsibilities she hadn’t anticipated.

Click here to listen to the “Market Musing” for May 16th, 2025. The views expressed in this podcast are those of TWC’s investment strategist, Steve Henningsen, and should not be construed as investment advice or as a recommendation for a particular strategy or investment. Individuals should consult with their advisor regarding specific advice and the applicability of […]

When John’s father passed away, the last thing on his mind was whether an inheritance would follow. Grief took center stage, and understandably so. The focus was on merely getting through the day, processing the loss, and slowly finding a path forward. But in time, John learned that he had been left a substantial inheritance—an […]

By: Riley Burridge Ella and her grandmother always shared a special bond—one built on love, trust, and deep connection. So, when her grandmother passed away, Ella knew she would receive something meaningful to honor that relationship. What she didn’t expect, however, was a stack of legal documents wrapped in unfamiliar terms and financial complexity: a […]

Blog post by Myra Salzer Since TWC’s founding more than 40 years ago, we have been fortunate to work with many talented financial professionals. Transitions are always a part of any business, and this month marks another change for our team. While saying goodbye to a valued team member is never easy, it also presents […]