Tips for Getting the Most out of Your Pension
Estate Planning
Estate Planning for Gay Couples
Investment Strategy
Pension
Retirement Planning
April 25, 2017
Author: Woody Derricks
According to usa.gov, people live an average of twenty years after retirement. If you are planning to use a pension to fund a significant portion – if not all – of your retirement, are you confident that it is going to allow you to live the lifestyle you want? No one wants to outlive their […]
Continue reading ›The Importance of Beneficiary Designations, Especially in Same-Sex Couples
Estate Planning
Estate Planning for Gay Couples
Financial Advisor for LGBT Couples
Financial Planning for same-sex couples
April 10, 2017
Author: Woody Derricks
The Importance of Beneficiary Designations, Especially in Same-Sex Couples The last time you purchased a life insurance policy or set up a retirement account, do you remember who you designated as your beneficiary? As your life changes, your beneficiaries may need to change, too. They should be reviewed periodically, if not annually, to ensure that […]
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