Seven Common Mistakes Federal Employees Make With Their RetirementBenefits

When my sister Angie and I started our financial services business, Genuine Financial Advisors, we did so because we discovered, through circumstances in our own family, that failing to plan can have devastating consequences, especially in retirement. Mistakes made in any phase of a person's financial life will almost certainly have a magnified impact once [...]

By |2020-06-25T19:55:25+00:00June 23rd, 2020|Retirement Planning|

Designate A Beneficiary And Lower Probate Expense

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 [...]

By |2020-04-13T20:21:47+00:00December 16th, 2018|Estate Planning|