Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
Have A Question About This Topic?
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.
For women, retirement strategy is a long race. It’s helpful to know the route.