Estate planning is when you make a plan for what will happen to your money and property after you die. For example, you can decide who will get your house, or how your money will be used to help your family.
Learn more about estate planning from our financial advisors below.
What’s in a name? A lot if that name is a beneficiary of your annuity. Your annuity fund has the possibility of becoming a significant financial asset, one that can significantly benefit both you and your heirs in the future. Annuities, along with other financial contracts such as 401(k), life insurance policies, and IRA’s, comprise […]
As a child, I remember well my mother taking me to the bank in our small town. The bank was more than a place for money; it was a center for a social meeting, a place you would see your friends, a place to visit and grab the latest news. When I explained to my mother […]
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