Your WEALTH MATTERS BLOG

Retirement is a phase of life that many look forward to with so much anticipation that they know the exact date that they plan on retiring.

“Do your giving while you’re living so you’re knowing where it’s going.” It’s a catchy phrase that you may have heard and while the concept is seemingly simple, implementation can often be a bit more complex.

Some may already have them set up as beneficiaries in their wills but a lot of them want to help now…do you have any suggestions?