by Jason Weibert | Feb 19, 2019 | Uncategorized
Video Transcript: Is the person overseeing your portfolio an expert in personal finance and investment? Also important, Is this person a fiduciary, or in other words, someone who is obligated to look out for you and your family’s best interests? Here are 6 crucial...
by Jason Weibert | Feb 18, 2019 | Uncategorized
Video Transcript: A fixed index annuity is a contract between you and an insurance company that may help you reach your long-term financial goals. In exchange for your premium payment, the insurance company provides you with income, either starting immediately or at...
by Jason Weibert | Feb 15, 2019 | Uncategorized
Video Transcript: Too many young people can’t afford college, and many more leave college under a mountain of debt. Here are 5 ways to plan for a debt-free education. First, invest early in college savings plans like 529s or state prepaid tuition plans – parents...
by Jason Weibert | Feb 14, 2019 | Uncategorized
Video Transcript: A question we hear often is, can I collect my spouse’s Social Security benefits after divorce? If you’re divorced, you can receive benefits on your ex-spouse’s record, even if they’ve remarried, if: Your marriage lasted 10 years or longer,...
by Jason Weibert | Feb 7, 2019 | Uncategorized
A “Living Trust” is a trust you created that is active while you are alive versus a Testamentary Trust which becomes active at your death. When you create a Living Trust, you ensure that your assets will be disbursed efficiently to the people you choose after your...
