Category Archives: General Financial Articles

An Overview of Asset Transfer Strategies

Posted on July 7, 2014 by Camilla

Provided  by Charles D. Vaughan, CFP®  Chartered Retirement Planning Counselor You may need to transfer assets for all sorts of reasons. A working knowledge of various transfer techniques can help you determine when it’s appropriate to move money around, and how … Continue reading →

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The 10 Basic Questions of Estate Planning

Posted on June 11, 2014 by Camilla

It’s not easy to contemplate your own mortality, but a good estate plan can provide for your heirs, protect your assets, and promote family harmony once you’re gone. Provided by Charles D. Vaughan, CFP®   Estate planning is complex and because it involves … Continue reading →

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