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The SECURE Act: Retirement Planning Forever Changed?

by Chris Draughon | Jan 22, 2020 | Estate planning, Financial Planning, Retirement news, Retirement planning

By now you have likely heard that Congress passed, and the President signed into law sweeping changes to America’s retirement system as part of the 2020 Appropriations bill. The SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) has the...
4 Tips for Avoiding Beneficiary Designation Errors

4 Tips for Avoiding Beneficiary Designation Errors

by Chris Draughon | Oct 27, 2015 | Estate planning, Planning tools, Retirement planning

Most of us set up our retirement accounts, name a beneficiary and never think about that designation again. However, it is important to review your chosen beneficiaries on a regular basis, not only to ensure you still want the beneficiary on the account, but also to...

Estate Planning Steps You Should Take Now: Free Guide Now Available

by First Coast Wealth Advisor | Aug 24, 2015 | Estate planning, White Papers

You’ve spent a lifetime building your legacy. But do you have a plan in place to protect it if something were to happen to you? And if you do, how confident are you in that plan? Our latest white paper, Protecting Your Legacy: Navigating the Complexities of Estate...

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