by sven | Aug 18, 2025 | Uncategorized
You’ve created a will. You might even have a trust. But if you want to keep your estate out of court and make life easier for your family, there’s one more set of tools you need to know about: Transfer on Death (TOD) and Payable on Death (POD) designations. These...
by sven | Aug 15, 2025 | Uncategorized
You’ve built a retirement plan to last the rest of your life. But what about after? Without a plan for how your assets transfer to your loved ones, they may be forced to deal with court delays, legal fees, and emotional stress—at the worst possible time. That’s where...
by sven | Aug 13, 2025 | Uncategorized
Naming Beneficiaries the Right Way: Protecting Your Legacy with Life Insurance, Annuities, and a Will You’ve created a will. You’ve outlined your wishes. But are you confident that your assets will actually end up where you want them to? If you’re like many retirees,...
by sven | Aug 11, 2025 | Uncategorized
Brent Meyer, Founder of SafeMoney.com, sits down with Michael Dinich, founder of Your Money Matters Inc., to explore his client-first approach to retirement planning. With more than 35 years of experience, Michael is dedicated to helping people avoid costly mistakes,...
by sven | Aug 8, 2025 | Uncategorized
You’ve spent decades building your nest egg, protecting your income, and planning for retirement. But what about planning for what happens after you’re gone? For many retirees, this brings up a key question: What’s the difference between a will and a trust—and do I...
