You Made a Will. Now Check Who Actually Gets the Money.

You Made a Will. Now Check Who Actually Gets the Money.

You Made a Will. Now Check Who Actually Gets the Money.Guy Bester, CAA
Published on: 04/08/2026

Your will may not control life insurance, retirement accounts, annuities, or payable-on-death accounts. Beneficiary designations often decide who receives the money.

Empowering FamiliesSoldiers5 Buckets
Read more
5 Common Misconceptions About Fixed Indexed Annuities (And What People Get Wrong)

5 Common Misconceptions About Fixed Indexed Annuities (And What People Get Wrong)

5 Common Misconceptions About Fixed Indexed Annuities (And What People Get Wrong)Guy Bester, CAA
Published on: 03/07/2026

Think you know how Fixed Indexed Annuities work? Here are 5 common misconceptions, from market risk to lifetime income, explained without the jargon.

Empowering FamiliesSoldiers5 BucketsAssets Become Income
Read more
Legacy, Ethics, and the Financial Divide: A Planner and Agent Conversation

Legacy, Ethics, and the Financial Divide: A Planner and Agent Conversation

Guy Bester & Garrett Jones, CFP®, EA, MPAS®
Published on: 07/08/2025

In this industry, it’s easy to chase shiny products, big commissions, and clever marketing. But at the end of the day,

Empowering Families5 Buckets
Read more
Credentials vs. Connectors: Bridging the Rift in Financial Services ✍️

Credentials vs. Connectors: Bridging the Rift in Financial Services ✍️

Credentials vs. Connectors: Bridging the Rift in Financial Services ✍️Guy Bester, CAA
Published on: 17/06/2025

There’s an unspoken tension that runs deep through the world of financial services.

Mortgage ProtectionEmpowering FamiliesSoldiers5 Buckets
Read more