Life is a journey filled with experiences, lessons, and moments that define who we are. When we stand at the crossroads of the past and the future, it's natural to…
Deena WatsonJanuary 18, 2024
Receiving an inheritance brings with it a wide range of emotions—grief for the loved one you lost and eagerness or excitement for the sum you’re about to receive. But as…
Deena WatsonOctober 13, 2023
Many companies offer employer-issued stock as a benefit, in addition to other compensation and benefits. But what happens if you leave a job that offered you employer-issued stock or if…
Deena WatsonJuly 3, 2023
You've Inherited an IRA, Now What? If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions — what are the next steps and what…
Deena WatsonJanuary 27, 2022
Navigating the regulations of inheritance tax can add to an already complex and stressful situation for beneficiaries. Whether or not this is your first time paying inheritance tax, knowing the…
Deena WatsonDecember 12, 2022
It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to…
Deena WatsonNovember 18, 2022
Considering selling your home to fund retirement? You aren’t alone. Not only do you need to consider your financial situation, but evaluating your retirement lifestyle is essential. If you’re on…
Deena WatsonJuly 17, 2023
ESTATE PLANNING: LIFE INSURANCE When it comes to life insurance, there are many choices: Whole life. Variable universal life. Term. What do these descriptions really mean? All life insurance policies…
Deena WatsonJuly 26, 2022
5 ROLES LIFE INSURANCE CAN PLAY IN YOUR RETIREMENT PLAN More than a benefit for loved ones you leave behind, life insurance can play a key role in your retirement…
Deena WatsonJuly 26, 2022