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Posts Tagged ‘June Walbert’

Now you can rest in peace  (access required)

by Rebecca Tonn Published: September 25,2009

Tags: Banking and Finance, June Walbert, USAA

According to Bankrate.com, 57 percent of Americans don’t have a will. Pardon me, but having a will and creating a simple trust is essential to preserving one’s legacy. (This should not be an “aha” moment — but if it is, do yourself and your heirs a favor and make a will already.) Recently at The Broadmoor, Certified Financial [...] [...]

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