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July 2019 - Daviman Financial - Fiduciary Advisors Serving Indianapolis & Indiana
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Understanding Beneficiary Designations

Understanding Beneficiary Designations

If something were to happen to you tomorrow, where would everything you own go? Can you say with certainly who your 401k would go to? What about your IRAs and life insurance benefits? Bank accounts?   That is the purpose of a beneficiary designation.  Many people set...
Understanding Your Social Security Benefit

Understanding Your Social Security Benefit

Social Security is a subject that has significant importance to almost all working adults. Young adults worry that it won’t be around, Pre-retires wrestle with when they should claim, and those already receiving Social Security benefits question the cost of living...