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.

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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.

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The Gap Between What You Want and What You’re Building

The Gap Between What You Want and What You’re Building

The Gap Between What You Want and What You’re BuildingGuy Bester, CAA
Published on: 01/05/2026

This blog explains how that gap forms over time. Inconsistent saving, delays, and short-term priorities shape long-term results not from one mistake, but from small choices that never fully align with the bigger goal.

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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.

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