After 24 years of dedicated service, John J. Gonner, Chief Investment Officer at First Community Trust (FCT), is stepping into retirement at the end of May. Throughout his remarkable career, John has been a steady, guiding presence—shaping FCT’s investment philosophy,...
Many of us name beneficiaries when establishing a retirement account, but we often forget to review them. Keeping your beneficiaries up to date ensures your assets go to the right people and prevents unintended complications. A common misconception is that an...
Understand how to bypass probate and streamline asset transfer with effective estate planning. Explore wills, trusts, and beneficiary strategies to safeguard your family’s future. As first seen on Retirement Daily on TheStreet. By Lisa Grefe, Wealth...
Recent Comments