Financial Education Articles
4 Financial Best Practices for Year-End 2023
Scan the financial headlines these days, and you’ll see plenty of potential action items vying…
Investing in a Second Home: Is it the Right Move for You?
Whether you’re a working professional who dreams of building a legacy of memories for your…
Mental mistakes that can cost you real money
For decades behavioral finance was largely an academic pursuit, more recently this body of knowledge…
Video Insights & Webinars
Legacy Letter Workshop | Virtual Event (Replay)
Our team got together with Blake Brewer, founder of Legacy Letter, for a workshop webinar…
Your 2024 Guide to the Market | Virtual Event (Replay)
It’s hard to believe that 2023 is already coming to an end. Now is the…
Q4 of 2023: Quarterly Market Update
Conrad Siegel’s Tracy Burke, CFP®, ChFC® and Catherine Azeles, CFP®, RICP® share an overview of…
News & Media
Catherine Azeles Named Partner at Conrad Siegel
Conrad Siegel
View more articles, videos and other resources
With Conrad Siegel the difference is clear
Schedule an introductory call or video chat with us to find out how we can help get you where you want to be.
Financial Tools
Personal Roadmap
Our Personal Roadmap provides a central location that allows you (or other family members) to keep track of your overall financial situation. Here you can house information about accounts you own, where they are held, different insurance policies, estate planning documents, etc.
Budgeting Resources
Whether for your own use or to pass along to the next generation, we have several resources to help track expenses or for budgeting purposes. Having a good sense of how you are spending your money is an important component of a solid financial plan.
Digital Assets Worksheet
It can be important to keep track of your digital assets as well.
Am I on track?
Use this resource to answer the common question: “Am I on track with my finances?”