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Estate Planning
Why Your Money May Not Go to the Heirs in Your Will
A will may not be the final word on what happens to your money. Be sure to include updated beneficiary designations on all key assets and accounts, or they may…
Read MoreDon’t Forget Your Retirement Account Or Your Heirs Will Pay
Some retirement professionals use the phrase “set it and forget it” in reference to your IRAs and pensions, but this Forbes article showcases the caution signs of taking the “forget…
Read More12 Things Your Kids Actually Might Want to Inherit
When you are reaching retirement age it’s important to compile a will. With that being said, it also may be good to know what your children would want to see…
Read More‘Your loved ones will already be in a state of trauma.’ The ramifications of dying without a will
What happens if someone dies without a will? As of 2022, nearly two-thirds of U.S. adults have no which could cause serious complications for those who are left. CLICK HERE…
Read MoreLegacy Planning Can Be Tricky. How to Divide Your Estate and Keep Heirs Happy.
Creating a legacy plan is not just for the wealthy! According to this Barron’s article, creating an estate plan has the possibility to instill strong family values that may be…
Read MoreWhy You Need to Update Your Will Now
With the changes in tax law, you may need to update your will according to this article by Consumer Reports. Enjoy this complimentary download: By submitting your contact information,…
Read MorePodcast 91: Do I Need to Have a Will in Place?
Get your complimentary guide to go with this episode: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.…
Read MoreWednesday Q&A: Should Venmo Be on Your Tax Returns?
Should Venmo Be on Your Tax Returns? Taxes are already complicated enough, but do you need to worry about Venmo or other money-transferring platforms? In this video, you’ll find out…
Read MoreWednesday Q&A: What are 3 Things You Can Do Now to Help Get a Higher Social Security Check?
What are 3 Things You Can Do Now to Help Get a Higher Social Security Check? Are you worried about the amount of your Social Security benefit? In this clip,…
Read MoreWednesday Q&A: What Happens When the Tax Cuts and Jobs Act of 2017 Goes to Sunset?
What Happens When the Tax Cuts and Jobs Act of 2017 Goes to Sunset? Do you need to be worrying about higher taxes in your financial plan? Join Gregory and…
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