Improving lives through sound financial planning.

The Beneficiary Review

By Robert W. Tull | January 1, 2015

Happy New Year! If you’re anything like me or thousands of other typical Americans, you’ve resolved to get your life more organized this year. Now that could mean anything – from closets to paperwork, to anything in between. But how about Beneficiaries? You know, the people that stand to inherit your assets when you die? […]

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