In the “Houston, We Have a Minor Problem” episode of Law and Financial Order, financial advisor Robyn Wolcott and attorney Erin Duques discuss the importance of planning ahead for your children’s future. They explain why it’s es...

In the “New Year, Fresh Start – Taxes” episode of Law and Financial Order, financial advisor Robyn Wolcott and attorney Erin Duques share practical, plain-English tax tips for the new year, joined by special guest James Warner...

This information is not intended to be a substitute for individualized tax advice. We suggest that you discuss your specific tax situation with a qualified tax advisor. A Roth IRA offers tax deferral on any earnings in the account. ...

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 ...

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 servic...

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 s...

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 ...

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...

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 i...

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 mak...

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 mo...

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 h...

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...

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 beneficiar...

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 f...