The Importance of Reviewing Your Beneficiaries

by Marylove Moy 19. November 2014
September was Life Insurance Awareness Month but in my mind every month is an awareness month! My time spent in the Financial Services world has taught me many things; one lesson that I learned from clients is the importance of reviewing one’s beneficiary designations on personal documents, investments, retirement plans and insurance. I know of one individual who was married and divorced at a young age. She was a teacher in a local high school who remarried in her early thirties. Fast forw... [More]

The Life of the Business

by Elizabeth Sherman 15. May 2013
A few years ago the air conditioner in my car started making very ominous groaning sounds which I was a little slow to hear on account of the fact I cannot drive without the radio blasting at ear splitting decibels. By the time the groaning turned to sickening grinding and hot air began spewing out of the vents, I knew things were beyond hope. Not having air conditioning in August was bad enough, but the thought of taking my car to the dealer and paying to replace the entire system made me bre... [More]


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