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The AIF® designation represents specialized knowledge of fiduciary responsibility & standard of care for your assets. Read more »

 

Breaking down the basics & what each part covers.


Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they come from.


Medicare Open Enrollment period is October 15th to December 7th. Read more »

Insurance Medicare Medigap

 

Some simple steps may make a major financial difference over time.

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Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die?



If you have a proper will or estate plan in place, you will likely answer “yes” to both of those questions. The beneficiary forms you filled out years ago for your IRA, your workplace retirement plan, and your life insurance policy may give you even more confidence about the eventual transfer of your wealth.

One concern still remains, though. You have to tell your heirs that these documents exist. Read more »

beneficiaries inheritance TOD transfer on death wealth transfer