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...
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...
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...
