Advanced Capital Group recently hosted a wine and cheese event. Joanne Giardini-Russell was our guest speaker. She shared her passion for legacy planning. Please visit her website HERE where you can take her short online survey.
We had great questions about the rules behind ROTH IRA's, 401Ks and other saving vehicles. The biggest topic of conversation was how to understand Auto & Home Insurance. Many learned the liability that they may be exposed to.
For example: Would you be upset if the vehicle that killed or injured a family member was un-insured or under-insured? What is your liability exposure?
Because the Social Security Administration does not mail your Social Security Statement any longer, Joanne suggested to go online; www.ssa.gov, and enroll to get your current statement.
If you have any questions regarding the issues above, please give my office a call.
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