A beneficiary is a person or entity designated to receive benefits from a retirement account or insurance policy upon the account holder’s death.
Financial terms can be confusing, and it can be difficult to know how they apply to you and your specific situation. Please reach out any time we can help you learn more and strategically plan to optimize your retirement planning.
Small-cap is the market capitalization of the stocks of companies with market values less than $3 billion. Financial terms can be confusing, and it can
A bond is a fixed-income investment instrument which represents a loan made by an investor to a borrower. Typically, corporate or governmental. Financial terms can
A fiduciary is a person or organization that acts on behalf of another person, putting their clients’ interests ahead of their own, with a duty
