February 2018 Update

By zestsms | February 23, 2018

Market corrections and the advice of an arborist

By financialconsulate | February 12, 2018

Over the past few days you have inevitably heard that the markets have declined in value. We would also likely believe that this message has likely been delivered to you in a way that highlights fear, and further impending doome andwhile ignoresing the fact that markets go through cycles and need corrections like this to…

Beneficiary Conundrum

By zestsms | February 7, 2018

Most people do not realize the power of beneficiary designation: Your beneficiary designation may result in family members becoming disinherited, or the government may restrict the amount of funds designated to an 18-year-old heir. A few examples of what to consider when naming a beneficiary are detailed in this article. Avoid Naming Your Ex as…