In this episode, Robyn and Erin discuss how to make your home renovation less dramatic, at least for your wallet! Robyn details what a home equity line of credit is (HELOC) and how it may give you the flexibility to complete your project while also offering some extra financial padding in case your project costs more than originally expected. They also discuss what you should steer clear of when rehabbing your home. If you've got a home project on the horizon, you'll want to listen to this!

In this episode of Law and Financial Order, Warner Wealth advisor Robyn Wolcott and attorney Erin Duques sit down with special guest Colleen Masse from Czepiga, Daly, Pope and Perri who specializes in special needs planning and fiduciary services. Colleen helps to break down the world of special needs trusts (funded by the person with a disability) and supplemental needs trusts (funded by others)--- what they are, why they matter, and how they protect essential benefits like Medicaid and SSI.

She explains the real-life impact of strict asset limits, shares how trustees can manage spending (yes, even with a debit card!), and dives into smart ways families can fund these trusts through life insurance, IRAs, and long-term planning.

If you are caring for a loved one with special needs and want to hear about all of your and their options, this episode is for you.

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 unique financial situation.

So grab your coffee, (or your calculator), and get ready to laugh, learn, and maybe question that daily latte habit.