Blog

Many military families—particularly young families—need financial and estate planning advice. With the risks of going into a wartime situation or the potential for a training

First determine what type of plan is being inherited and what type of beneficiary you are, and then do your research. For this discussion, let's

"When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts?" If

It may be an unpleasant task to think about your own mortality, but the fact is, writing a will is one of the smartest financial

Many Baby Boomers are neglecting a key part of their retirement plans — creating an estate plan. And while death is not a pleasant thing

You may have made a giant estate planning mistake without even knowing it — forgetting to update the names of your beneficiaries for your employer-sponsored