In this episode of Law and Financial Order, Robyn Wolcott and Erin Duques are joined by Warner Wealth's Director of Marketing, Shannon Cushing to discuss how to save more money! This insightful conversation covers everything from saving for retirement, to budgeting for travel sports, and getting life insurance. The women discuss strategies that have worked for them, and Robyn offers advice to her friends on looking at the whole picture and making informed decisions based on your own un...

In this episode, we have a VERY special guest. Our very own CEO and Lead Wealth Advisor, James Warner! James, Robyn, and Erin discuss what to look for in an advisor, how to ask the right questions, and why it's okay not to know all the technical terms. They suggest that it's important to connect with an advisor who listens, explains clearly, and puts your best interests first. Finding the perfect "fit" in both personality and communication style is super important and, finally, we...

Don't be scared of the A word! And by 'A word,' we are talking about annuities! In this episode, Robyn and Erin break down the pros and cons of annuities. Robyn explains that she's had many clients come in very uncertain about annuities and questioning why they even bought an annuity in the first place. However, with professional guidance, these contracts are transformed from confusing paperwork into peace of mind--sometimes even providing much-needed financial security for loved ...

In this episode of "Law and Financial Order," financial advisor Robyn Wolcott and attorney Erin Duques discuss the use of trusts in estate planning. They explore how trusts can be used to protect your assets from potential divorce or creditor issues that your children may face, as well as the differences between revocable and irrevocable trusts and how each can be used for different purposes. The episode also covers the importance of properly "funding" your trust by retitling your assets in t...

Are you saving money for your children's college fund, or are your extra dollars going towards their makeup and skincare routines? Robyn and Erin unpack what can be a daunting task: the process of saving for college. How can you make sure you and your child(ren) are ready? Learn all about how educational funding comes in thirds, and get your child(ren) ready for adulthood. Robyn and Erin discuss which questions to answer to ensure you have the proper legal and financial plans in place s...

How do you protect your money from being taken by the state? It starts with planning ahead. In this episode, Robyn and Erin break down how to prepare for long-term care before you need it. From in-home support with daily tasks to moving into a care facility, they'll walk you through what to consider, what to avoid, and how to stay in control of your finances and your future. Don't wait until it's too late---tune in and get ahead of the game.

How much do I need to retire? Retirement isn't an age, it's a number. It's not about turning 65--it's about knowing how much you'll need to live the life you want. In this episode of Law and Financial Order, Robyn and Erin discuss how to chart a course to your ideal retirement by breaking down how to calculate your retirement number and what to do if you're not quite there yet. Whether you're ahead of schedule or still hoisting the sails, this episode will help you steer your plan...

When it comes to retirement, your home can be both your greatest asset and your biggest question mark. In this episode, Robyn and Erin tackle one of the most common (and emotionally charged) topics in financial planning: Should you pay off your mortgage before you retire? They weigh the pros and the cons of ditching that low-interest loan vs. investing those extra dollars in the market. How does this decision impact your overall retirement picture, including property taxes and long-term...

Would you leave your estate to your cat? Legendary designer Karl Lagerfeld did just that, leaving a major chunk of his wealth to his beloved furry friend, Choupette. But then what happens to that money when the pet outlives any other beneficiaries? Or worse, when they don't? In this episode, Robyn and Erin delve into the emotional decisions behind picking the right beneficiary. Who gets what? What trumps what? And how exactly do your assets pass from person to person--or pet--to the next? If ...

Think you need a moat and a drawbridge to start estate planning? Think again. In this episode of Law and Financial Order, financial advisor Robyn Wolcott asks Erin Duques to explain why EVERY castle---whether it's a beachfront condo, a family farmhouse, or a one-bedroom walk-up---deserves a plan fit for royalty. Erin talks through some of the details to make sure none of us make a "royal" mistake when it comes to estate planning.