Tag Archives: Financial Education

What Beneficiaries Need to Know

Posted on September 17, 2014 by Camilla

What do you do when an account owner passes away? Provided by Charles D. Vaughan, CFP® Chartered Retirement Planning Counselor If your loved ones have invested, saved or insured themselves to any degree, you may be named as a beneficiary to … 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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