William S. Van Ess - Packerland Brokerage Services, Inc.

09/01/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

08/28/2026

Hard to believe that Josh started working with me 7 years ago today! This was him in action at our first seminar!! What a great 7 years it has been!! Thank you, Josh!!

08/27/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

08/26/2026

Client reminder for our annual Shred Event! Please call to register and feel free to invite friends! Hope to see you on 9/12!

08/25/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

08/20/2026

Reminder for our clients‼️‼️

08/20/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

08/18/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

08/14/2026

08/13/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.