Sending Confidential Documents

Maggie Mayer Miscellaneous

It is often necessary to obtain confidential documents from clients to be able to do our job. Some examples of confidential documents that may be needed are:

Insightful Questions That Can Ramp Up Your Success

Maggie Mayer Miscellaneous

Want to see some amazing results in your life? Ask questions and then listen well. We have discovered that a disproportionate number of the most successful people consistently and systematically use an approach known as insightful questioning to build rapport with other people in ways that generate much better outcomes.

The Importance of Beneficiary Designations

Maggie Mayer Miscellaneous

Imagine an ex-spouse receiving the benefits of your lifelong savings… That is exactly what happened to William Kennedy upon his passing. In the case of Kennedy Estate v. Plan Administrator for DuPont Savings and Investment Plan , the court ruled that Kennedy’s ex-wife rightly received the benefit of his $400,000 retirement savings even though the divorce papers waived his ex-wife of her interest in the plan benefits.

Special Announcements

Maggie Mayer Miscellaneous

We want to take a minute to inform you of two changes to the McCarthy Grittinger Financial Group team that occurred this year.