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Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Submitted by Pivotal Wealth Advisors on August 17th, 2017

The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.

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How to Protect Your Finances While Traveling On Vacation

Submitted by Pivotal Wealth Advisors on August 17th, 2017

Vacation season is almost upon us and, for many Americans who haven’t traveled abroad in several years, their vacations have been years in planning. However, even the best laid plans can quickly come unraveled if you don’t take some extra measures to ensure that your finances are protected before you leave on your trip.

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October Is National Financial Planning Month

Submitted by Pivotal Wealth Advisors on October 4th, 2016

Debt and Retirement - How to Handle both when Nearing Retirement

Submitted by Pivotal Wealth Advisors on May 10th, 2016

An increasing number of Americans are facing an uphill battle just trying to save enough and earn enough on their savings to be able to retire on time.

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How to Choose the Right Investment Advisor

Submitted by Pivotal Wealth Advisors on May 10th, 2016

With the proliferation of investment and personal finance websites, investors have access to a boundless number resources and tools once only available to financial professionals.

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Long Term Care as Part of Your Multi-Generational Plan

Submitted by Pivotal Wealth Advisors on May 10th, 2016

For anyone who has dealt with an aging parent or grandparent the concept of long term care is likely a familiar one. Those unfortunate enough to suffer from Alzheimer’s or other cognitive illness can end up requiring nursing care that can reach and exceed $80,000 per-year depending on the quality of care.

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Barbara L. Gray, CFP®
CERTIFIED FINANCIAL PLANNER™
LPL Financial Advisor
1355 Willow Way, Suite 275
Concord, CA 94520-8103

Phone: 925-246-7835
Cell: (925) 948-5938
Email: barbara.gray@lpl.com
CA Insurance License 0G56575

Securities, Financial Planning and Advisory Services offered through LPL Financial, a registered investment advisor and Member FINRA & SIPC.  The LPL Financial Registered Representative associated with this website may only discuss and/or transact securities business with residents of the following states: CA, OH and UT.

 

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