Our team name, Beyond Finance, was chosen for a reason. We know everyone has interests other than market returns and retirement planning- we do, too! In this section, you may find members of our team sharing personal stories, photos, events, or celebrations. Perhaps we will throw in a fun quiz to test your knowledge on a random topic. If you've heard us mention "Personal Living Legacy" and are interested in learning more, we will be adding on-going articles and information that we hope will encourage families to capture those important memories for future generations. After all, don't we all want to be remembered for more than our financial portfolios?
This month's Retirement Readiness newsletter features a look at the different parts of Medicare, considerations for retaining your life insurance post-retirement, insights about disability insurance, and five considerations...Read More
Our newsletter this month features information about living trusts, how Medicare can address healthcare needs in retirement, navigating your estate plan for a blended family, and what to look for in an extended-care policy. We hope...Read More
Our newsletter this month features information about keeping your portfolio aligned with your tolerance, how to maximize the impact of charitable donations, understanding Medicare options, and the benefits of volunteerism in...Read More
This month’s Your Money Matters newsletter contains helpful information about managing an inheritance, foundational steps for building wealth, a helpful checklist when dealing with the loss of a loved one, and important steps to...Read More
If you have school-age children, you know about the hectic morning routines that make launching a rocket into space look easy. We found some online tips for getting everyone out of the house on time. Some are interesting and a bit comical.Read More