Tag Archives: Financial Preparation

Gauging Your Financial Well-Being

Six signs that you are in good shape Provided by Charles D. Vaughan, CFP® Chartered Retirement Planning Counselor How well off do you think you are financially? If your career or life takes an unexpected turn, would your finances hold up? … Continue reading

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What Beneficiaries Need to Know

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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