Contingent Beneficiary – Per Stirpes vs. Per Capita
Having trouble understanding what a primary or contingent beneficiary is? Deciding between per stirpes vs. per capita? I’ll address it all in this article. When
Having trouble understanding what a primary or contingent beneficiary is? Deciding between per stirpes vs. per capita? I’ll address it all in this article. When
That’s not a typo. While asset allocation is a common investment term, asset location is an often overlooked aspect of retirement planning. That is unfortunate
It is no secret that Americans have a tough time saving for retirement. This is particularly true of millennials. The Great Recession has delayed the
Have you thought about what you might be giving up by waiting to invest for long-term goals such as retirement? One of the greatest financial
In your twenties or thirties you know that you’ve got a number of years left in the workforce. How long do you want to work before traveling,
For most 20 to 30 year-olds, talk of retirement saving or planning makes their eyes glaze over. Some have so much student debt, they can’t even
So, you have decided to invest. Great. Presumably, you are investing for a purpose. Even better. If that purpose is for retirement you may have
We love partnering with individuals to discover their unique path to a fulfilling future.
Brandon Renfro LLC (“Belonging Wealth Management”) is a registered investment adviser offering fee only advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Brandon Renfro in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.All written content on this site is for information purposes only. Opinions expressed herein are solely those of Belonging Wealth Management, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.