In this brief episode, RJ Devick and Brittany Metzig explore the strategies and advantages of making qualified charitable contributions through a donor-advised fund. Discover how this approach can maximize philanthropic impact while offering po...

In this five minute episode of Bond&Devick's podcast, RJ Devick and Brittany Metzig share insights on helping clients navigate changes and updates throughout retirement. They cover key topics such as cash flow management, tax strategies, Me...

 In this concise, 8-minute episode, RJ Devick and Brittany Metzig dive into the importance of tax planning as a cornerstone of a comprehensive financial strategy. Packed with actionable insights, they talk about effective strategies to opt...

In this episode, RJ Devick, CEO and Partner with Bond&Devick is joined by Jenny Colich, an Estate Planning Attorney from Dorsey Whitney Law Firm. Together, they discuss the critical role estate planning plays in comprehensive financial plan...

Bond&Devick's Brittany Metzig had the opportunity to talk with Brenna Galvin, Eldercare Attorney with Maser Law and Ann Hartlaub, Owner and Eldercare Specialist with Senior Care Authority. Together, they talked about the complexities of agi...