Helping You Plan Your Financial Future and Protect Your Family
Company Logos are Trademarks and Intellectual Property of their corporations
Company Logos are Trademarks and Intellectual Property of their corporations
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.