How to Choose Your Beneficiary Strategy Guide

By Lucas Casarez, CFP®

Have you ever wondered who should I name as my beneficiary? This question can cause a lot of stress, but it is very important to address because it greatly simplifies the ability for your assets to transfer to the individuals you choose, should the worst occur. I want to help with a strategy guide on what a beneficiary is, what assets typically have beneficiaries and probably the main reason you are here reading this, whom…

10 Holiday Shopping Tips Strategy Guide

By Lucas Casarez, CFP®

It’s Turbo Time!  Yes, that’s technically from a movie that occurs on Christmas Day, but the madness is the equivalent to Black Friday shopping.  This week many will descend on shopping malls as soon as they finish off their turkey dinner.  With that in mind, I want to give you a few tips to survive your holiday shopping. (Updated Video for 2018, Top 3 Tips) Have a spending limit.  It’s really easy to get into…