Free informational discussion. …
Wednesday, January 25th, 2023, 1:00 PM – 2:30 PM, Perinton Community Center
Call to reserve your spot or ask a question. (585) 721-2385 …
Wednesday, January 18, 2023, 6:30 pm-8:00 pm Webster Recreation Center
Wednesday, January 18, 2023 Informational-Only Group Discussion For Concerned Pre-Retirees, Retirees & Seniors Call to reserve your spot or ask a question. (585) 721-2385 …
13 Smart Estate-Planning Moves
Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money. About four years ago, Kelley Brooks’s husband,Chris, who was being treated for hypertension, died in his sleep. Like so many other couples in their 40s, they had talked about estate …
5 Mistakes To Avoid With Retirement Account Beneficiary Selections
It is surprisingly easy and common to make mistakes when designating beneficiaries on retirement and investment accounts. While you may think it isn’t a big deal, mistakes with beneficiaries can be quite costly. You may inadvertently disinherit a loved one or leave money to an ex-spouse. With more …