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Don P. Martone, CFP®, ChFC®, CLU®
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Posted Wed, Jan 22, 2025
Whether you are remarrying, your child is graduating from college or some other big event arises, use these tips from Bank of America to take a second — or first — look at your estate plan.
Posted Tue, Nov 12, 2024
No one is ever emotionally ready for the death of a spouse. But these tips can help you prepare for the decisions and financial implications of widowhood.
Posted Tue, Jun 11, 2024
These tips from Bank of America can help you create a meaningful legacy while generating a healthy retirement income