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Wealth Advisors | Greg Young
At Wealth Advisors, it’s all about helping create your best 2nd Half. Our focus is on you. Your hopes. Your dreams. Your win. We call it 2nd Half WEALTH.
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Daily Archives: January 10, 2017

What Beneficiaries Need to Know

2nd Half (Retirement) Planning, TaxesBy Cathy MartinJanuary 10, 2017

   If your loved ones have invested, saved or insured themselves to any degree, you may be named as a beneficiary to one or more of their accounts, policies or assets in the event of their deaths. While we all hope “that day” never comes, we do need to know what to do financially if…

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