Western Fraternal Life :: 2017

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An annuity can provide a guaranteed income you will receive every month, regardless of how long you live, a change in market, or other unforeseen changes.

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Category: Financial

When is it a good time to start teaching children about the value of money? It may be younger than you think!

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Category: Budgeting

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As parents, you are aware of the financial concerns your children should be considering. Have that discussion with them soon. Following are a few things to review with them.

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Category: Financial

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Generally the named beneficiary of life insurance contracts, IRAs, pension plans, and tax-deferred annuities will receive the assets at the death of the insured. When the beneficiary has attained the age of majority and is a natural person, not an estate, the beneficiary will receive the assets without any probate action. Problems generally arise when there is no beneficiary designation or if the beneficiary designation is outdated or improper. Here are some general guidelines to designating beneficiaries:

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Category: Estate Planning

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A lot of people think an estate plan is only for the wealthy. But even if you're not worth millions, an estate plan is essential to help protect your heirs and ensure that your assets are distributed according to your wishes. You may also want to consider how you would like to express your “values” to your loved ones with an ethical will.

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Category: Financial

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How to organize your financial records each year, using digital storage, as well as which items need to be kept original in a secure place.

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Congratulations 2016 Graduates

Congratulations to our members who are graduating this year!

Leading the Way

Young members participate in YELL! groups and make a difference in their communities.

Keep or Toss: Getting Your Finances Organized in 2018

As you scramble to go through receipts, bills, and pay stubs from the year for tax time, you might be asking yourself: What do I…

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