Important Legal Documents for Retirees
The Transamerica Center for Retirement Studies released its 20th annual Retirement Survey of Retirees this month. The survey contains many interesting retiree statistics and insights. Something that particularly stood out in the survey was the section regarding legal documentation. The survey (carried out in June 2020) revealed that many retirees lack some of the most […]
Daniel Insurance Annual Community Donation
Hello everyone! Following the conclusion of the survey I sent to my clients requesting feedback on organizations that we should support this year, I was excited to be able to deliver the checks this week. Giving back to the community both monetarily and through volunteering has always been something important to me, and doing so […]