Wealth Management

Porter White & Company is pleased to announce the promotion of Mary Meadows Livingston to Vice President. Mary Meadows joined the firm in June 2011 and is active in the wealth management practice. As a Certified Financial Planner™ practitioner, she focuses on individuals and families...

Many people save for retirement in a defined-contribution retirement plan (like a 401k) or an individual retirement account (traditional or Roth IRA). It is important to designate beneficiaries for accounts. The forms, often seemingly simple to fill out, have hidden complexity. You are likely to encounter...