Ashlee deSteiger, CFP®, CFA® Gunder Wealth Management
About Ashlee deSteiger, CFP®, CFA®, CPA
When I was 5 years old, I started going to work with my dad at one of his 7 diners. We’d get on the road around 6 AM. I was allowed a day-old doughnut from the freezer for breakfast – white-iced, raspberry jelly-filled was my go-to. He usually zapped it too long in the microwave, making the jelly in the middle piping hot. I was great at peeling hardboiled eggs, restocking the candy case, and tallying up carry-out receipts – I loved every minute of it!
Dad always said my maiden name, Bassano, meant “hard-worker.” I firmly believe that tongue-in-cheek joke, along with my mom & dad’s entrepreneurial spirit, shaped who I am today. Whether it was graduating college as a double major with honors in 3 years, or cycling the US coast-to-coast in 9 weeks, I put my heart and soul into everything I do. I fully expect the same of myself if given the opportunity to be your financial advisor.
What do you NEED to enjoy life? When you achieve more, are you able to enjoy it? How much is “ENOUGH?” Is your definition static, or does it change? Maybe it depends upon the situation. We routinely get this question from prospects as they wrap their heads around the “number” they need to retire. But […]
If you’re charitably inclined, let’s make sure you’re tax-efficient in the process. Until the SALT $10K cap is repealed, you may not be reaping the full benefit of your charitable gifts. On the other hand, it’s not advisable to gift to charity only for the tax benefit. We’ve summarized a handful of strategies to consider […]
Upside down trying to stay up-to-date with headlines? It’s likely even harder to read all of the articles you’ve bookmarked! We’re often asked who we follow or what we’re reading. Here are our favorite reads from last month: Billionaire Investor David Booth on Value Stocks’ Comeback And Why Bitcoin Isn’t a Bubble, Money Magazine Booth […]