Apr 26, 2021
What do women say they wished they'd known or started doing sooner when it comes to their finances? Jessica shares takeaways from her interviews with dozens of women, including the importance of financial literacy and why winging it isn't a strategy.
Apr 13, 2021
We spend a lot of time talking about creating a trust and estate plan, but what happens after the plan goes into effect, and how does it get administered?
Dave and Jessica from Monument Wealth Management host Leah Del Percio, founder of Trustate, to discuss the challenges of estate administration and what you can do...