Welcome to Beacon Wealth Consulting South, LLC
Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How much would your monthly lease payment be?