What is a Beneficiary? (Primary vs. Contingent, and More)
Designating both primary and contingent beneficiaries is a key part of the estate planning process.
The Emotional Rollercoaster of Investing
Have you ever noticed that sometimes our emotions get in the way of building and protecting wealth? Emotions like confidence, nervousness, defeat, hope and more go hand-in-hand with investing. In a volatile market, it’s important—and even beneficial—to keep a...
How Does Medicare Work? Top 12 Questions Answered
Trying to understand the basics of Medicare can give you a headache, and even experienced Medicare recipients may have questions about their coverage. In this article, I’ll try to answer the most common questions I hear about Medicare.
Our Strategy in a Volatile Market
Americans are worried about this volatile market and if the future they’ve been working toward is safe. Here’s what it means for your retirement and what we’re doing about it.
What to Do if Your Identity Is Stolen
The FBI found that senior citizens lost almost $1 billion due to scams in 2020. The average loss per victim over age 65 was $9,175—but nearly 2,000 American seniors lost $100,000 or more. Here’s what to do if identity theft happens to you.