Financial Planning

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TIM HAYES AIF®, CRPS®, AWMA®, CFS®, APMA®

Inheriting an IRA

Inheriting an IRA

When someone inherits an IRA, the particular relationship between the individual that passed away and the beneficiary dictates the available choices. When the spouse is the sole beneficiary, that person can either remain a beneficiary or become the owner of the IRA.

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Life Insurance Needs Analysis

Life Insurance Needs Analysis

Life insurance is one of the most important but least understood financial products. After the death of a loved one, it can offer enormous financial comfort to your beneficiaries. However, because of how it has been sold (high pressure) together with the buying process (which can be cumbersome), many Americans don’t have enough

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