Personal Benefit Services Group |
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iMoney
One survey found that 41% of current retirees had to retire earlier than they expected.1 Some of the best financial concepts are learned in small, bite-size pieces.
Our library of iMoney ideas is built on the concept that short lessons
can teach a lot about personal finance. Click on one of the items below
and watch a quick movie that will show a financial concept.
Click on the iMoney with the
Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to them, regardless of instructions in a will. |
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Sharla Rountree, CFP® and L. Ron Blair, CFP®, AAMS,offer Securities and Advisory Services through Royal Alliance Associates, Inc., Member FINRA/SIPC and a registered investment advisor. Eric S. M. Kee offers Securities through Royal Alliance Associates, Inc., member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, MD, MN, MO, NC, NH, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, VT, WA, WY in which you are securities licensed). No offers may be made or accepted from any resident outside the specific state(s) referenced. |
and you'll get to add your own ideas to the movie.
