Estate Planning
PODCAST 81: Why Do I Need a Power of Attorney?
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: How Will Rising Interest Rates Affect My Retirement?
How Will Rising Interest Rates Affect My Retirement? Are you worried about rising interest rates affecting your retirement? Join us for this video as Gregory and Nicholas discuss how rising…
Read MoreWednesday Q&A: How Risky Should My Investments Be?
How Risky Should My Investments Be? Wondering what the yield is for Exchange Traded Funds or Collective Trust Funds? Which could pay off more in the long haul? Learn more…
Read MoreWednesday Q&A: Will vs. Trust, What’s the Difference?
Will vs. Trust, What’s the Difference? Knowing the difference between a will and a trust can help to make sure your property goes where you want it to go after…
Read MorePODCAST 77: Who Gets Ownership of My Property After I Pass Away?
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: What Does a First Visit Really Look Like?
What Really Goes on in a First Visit? Want to know what happens when you come in for a 1st visit with our firm? Gregory and Brandon Bergeron, wealth advisor,…
Read MoreThere’s more than taxes to deal with when your spouse dies
Discussing money matters while living can avoid future grief when your spouse dies. Losing a spouse can bring more than just emotional grief. Often times, the living spouse is left…
Read MorePODCAST 74: Are You Sure You Want to Be an Executor?
Get your complimentary guide to go with this episode: The Greatest Gift:
Read MoreWednesday Q&A Should I leave an inheritance for my children?
Should I leave an inheritance for my children? A Winning at Life caller says that he will not leave an inheritance for his children. Find out why! Do you have…
Read MoreWhat does an estate executor do? Here’s a checklist of the most important financial duties
There are plenty of tax questions when a loved one passes away, but what other financial issues could arise? Tax Guy walks you through them. When a loved one who…
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