Naming Beneficiaries: The Hidden Danger of Getting It Wrong
Naming Beneficiaries the Right Way: Protecting Your Legacy with Life Insurance, Annuities, and a Will You’ve created a will. You’ve outlined your...
Life Insurance Awareness Month: Why It Matters in 2025
Each September, Life Insurance Awareness Month reminds us of a simple truth: tomorrow isn’t promised, but we can plan for it. For millions of...
What to Do After You’ve Made Your Will or Trust
You’ve done something incredibly important: you made your will or set up a trust. That step alone puts you ahead of many Americans. But don’t stop...
Passing Down More Than Money: Letters & Legacy Planning
When people think of estate planning, they usually picture wills, trusts, and dividing up their assets. But your legacy isn’t just about what you...
The Hidden Risks of DIY Wills and How to Avoid Them
Writing your will online might seem like the easy, affordable solution. With just a few clicks and a credit card, you can “check estate planning...
TOD, POD & Beneficiaries: Tools to Avoid Probate
You’ve created a will. You might even have a trust. But if you want to keep your estate out of court and make life easier for your family, there’s...
Probate Explained: What It Is and How to Avoid It
You’ve built a retirement plan to last the rest of your life. But what about after? Without a plan for how your assets transfer to your loved ones,...
Spotlight Series: Michael Dinich of Your Money Matters, Inc.
Brent Meyer, Founder of SafeMoney.com, sits down with Michael Dinich, founder of Your Money Matters Inc., to explore his client-first approach to...
Wills vs. Trusts: Do You Need One, the Other—or Both?
You’ve spent decades building your nest egg, protecting your income, and planning for retirement. But what about planning for what happens after...
What Really Happens If You Die Without a Will in Place?
You’ve worked a lifetime to build security for yourself and your loved ones. But without a will, your legacy might not go where you think it...
Featured Blogs
- Naming Beneficiaries: The Hidden Danger of Getting It Wrong
- Life Insurance Awareness Month: Why It Matters in 2025
- What to Do After You’ve Made Your Will or Trust
- Passing Down More Than Money: Letters & Legacy Planning
- The Hidden Risks of DIY Wills and How to Avoid Them
- TOD, POD & Beneficiaries: Tools to Avoid Probate
- Probate Explained: What It Is and How to Avoid It
- Spotlight Series: Michael Dinich of Your Money Matters, Inc.
- Wills vs. Trusts: Do You Need One, the Other—or Both?
- What Really Happens If You Die Without a Will in Place?