Currently Browsing:Retirement Planning

Change of Beneficiary – What You Need to Know

One of the main purposes of estate planning is to have control over how your assets are distributed when you die. When you choose people to receive your money, your home, your furnishings and personal belongings, they are called “beneficiaries.” A beneficiary is anyone who gains an advantage or profits from something. In the estate […]

Importance of a Retirement Plan

From a personal and financial perspective, retirement is an important milestone in life. For most of us, realizing a comfortable retirement where we don’t have to pinch pennies is an incredibly extensive process that requires sensible planning and many years of diligent persistence. Once you reach retirement age, managing your retirement funds is an ongoing […]