Mediate Financial Services, Inc.

06/26/2026

We hosted a spirited Food for Thought last Thursday with our clients and guests!

The focus of this month’s Food for Thought was on the ever-important subject of estate planning, where we once again were joined by local estate attorney, Josh Garris!

Josh and Chris spent a full hour fielding open questions from the crowd on anything related to their legacy, how the passing of their assets work, and how all of this fits into financial planning.

Always a great time seeing so many eager faces ready to learn. Huge thanks again to Josh for so graciously donating his time and expertise after work hours! 🤝

06/23/2026

Setting up a trust is one thing. Making sure it actually owns what it’s supposed to own is another.

A trust that isn’t properly funded can be a little like building a vault and leaving the valuables somewhere else.

This month’s newsletter explains why trust funding matters and why the estate planning documents are only part of the bigger picture.

For informational purposes only. We are not attorneys and do not provide legal advice.

Intentions are great. Outcomes matter. Here's what to know.

06/21/2026

Happy Father’s Day to our guy and all the other amazing dads out there! 💙

06/18/2026

We love a good BTS 👊

Our summer snack collection was a huge success!!

Thank you so much to all of our clients and friends who contributed. It is so special getting to see the end result of what just small acts of generosity can do.

Thank you Clothed In Strength for everything you do for our community! 🫶

06/17/2026

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06/17/2026

The landscape of retirement has evolved rapidly throughout the years. Have you? 🤔

06/16/2026

A will is important. But it may not control everything.

Retirement accounts and life insurance policies often pass by beneficiary designation — meaning that old form you filled out years ago could matter more than you realize.

Marriage, divorce, new children, or the passing of a loved one can all make an old beneficiary form outdated.

This month’s newsletter looks at why reviewing beneficiaries is one of the simplest estate planning checks families can make.

For informational purposes only. We are not attorneys and do not provide legal advice.

Adding a child to the deed? Read this.

06/10/2026

There is more to retirement than just the numbers! 🗣

06/09/2026

“We’ll just add the kids to the deed.”

It sounds like a practical shortcut. Avoid probate, keep things simple, and make life easier down the road.

But sometimes, that decision can create tax issues, creditor concerns, or unintended complications for the very people you were trying to help.

This month’s newsletter breaks down why putting a child on the deed may deserve a second look — and why coordination with an attorney matters.

For informational purposes only. We are not attorneys and do not provide legal advice.

It's a system that needs to connect.

06/09/2026

Did you know two people can start with the same amount of money invested, same strategy, but end up with completely different results?

AWESOME topic this morning with our guy Steve Vesey and the crew at 21 WFMJ!

Chris Mediate explained "sequence of returns risk" and why timing matters.