We are here to help our clients make good decisions about money. Many times those decisions revolve around life events; marriage, kids, buying a home, changing jobs, etc... As we get closer to retirement we have even more financial decisions to navigate. Such as; 401k, Social Security, Pension, Medicare, and many others. These are decisions we help our clients with every day. As these questions come up for you or your friends and family, please keep us in mind.
401k Non-Spouse Beneficiaries
October 20, 2020|