by Ryan Shumaker, The Retirement Team | Jan 13, 2023 | Blog
Beneficiary designations are important in determining where certain assets of an estate will end up. Many think that a will or trust is what determines where everything goes. This is not necessarily true, and it’s a big mistake to make this assumption. A last will and...
by Ryan Shumaker, The Retirement Team | Aug 16, 2022 | Blog
You probably read or hear about some “Top Ten” list nearly every day, but take a moment to read this one. This list is different, and probably not the kind of list you’d expect a financial advisor to write. Reason #10: “It’s too expensive” Being penny wise and dollar...
by Ryan Shumaker, The Retirement Team | Apr 15, 2022 | Blog
There’s been a lot of negative news headlines recently and I’m hearing the phrase “with what’s going on right now, should I just cash everything out until things calm down?” when having new meetings with prospects. If you’ve been thinking or wondering the same thing,...
by Ryan Shumaker, The Retirement Team | Dec 1, 2020 | Blog
Did the outcome of the election make you really happy and excited? Or did it leave you concerned, especially when it comes to your investments? Either way, you shouldn’t play politics with your portfolio. Why? Because investing when only a specific political party is...
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