A financial checklist for the most difficult of times. Provided by Marc Aarons at Money Managers, Inc. The passing of a loved one irrevocably alters family life. After a death, there is so much to attend to; it is better to do it sooner rather than later. Here, then, is a list of what commonly […]
Money Managers, Inc. is a Securities and Exchange Commission registered investment advisor. Additionally, Money Managers, Inc. offers Tax and tax-related services. Information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any securities. Past performance is not indicative of future results. All investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.. View our disclosures page HERE.