In this video we break down a number of considerations for unmarried couples to keep in mind as they go through the financial and estate planning process. We touch on social security options, listing one another as beneficiaries on retirement accounts, and...
In this episode Eric Douglas, Chris Vaughn, and Brian Ramsey discuss the various Powers of Attorney and why they are necessary. What does a Financial POA do? Healthcare POA? Should they be the same person? We’ll tackle all that and...
What are some considerations for blended families when going through the financial planning process? We talk strategies around estate planning and filing for social...
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