Why to Review Beneficiaries Annually to Secure Your Wishes

Why to Review Beneficiaries Annually to Secure Your Wishes

No matter your age, your profession, or your season of life, reviewing your list of beneficiaries annually is wise. Relationships, circumstances, or benefits can change, and sometimes, so do your recipients. There are everyday life events such as births, deaths, or...
Right Now is a Good Time to Review Your Fiduciary Designations

Right Now is a Good Time to Review Your Fiduciary Designations

When I start working with clients, I, like many daily money managers, always ask about estate documents. I want to look at the whole picture of my client’s financial health, and estate planning is a critical piece. Part of that estate planning is picking the right...