March 4, 2024

Tom Hamilton |

A considerable number of individuals possess annuities or life insurance policies that they haven't revisited in quite some time. Given the increase in fixed rates over the past couple years, Tom reviews the potential benefits of reassessing these financial instruments.

Also, Tom again stresses the importance of designating & updating beneficiaries on your investment accounts. Despite being one of the easiest steps in the estate planning process, many people overlook it.