Pat Vivier Financial Group, LLC

08/14/2025

The Importance of Buy-Sell Agreements
A buy-sell agreement is a powerful planning tool that can ensure a smooth transition of your business and help secure your family's finances after you're no longer around. A buy-sell also can outline the terms of succession among the remaining business partners, so that everything is settled in advance. Learn more in this article from Rimon, PC estate planning attorney Patricia Annino and then let’s make sure you are set up to protect both your business and your family’s future.
https://bit.ly/3UtSiQn

08/12/2025

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’s Employee Benefits Security Administration has created a tool https://bit.ly/4miXvaa to help you find it. If it turns out that you are owed a retirement benefit and want help reviewing or deciding what to do next with those funds, I’m here to walk you through your options.

08/07/2025

Social Security is an important source of income for millions of retirees. Here’s a look at some facts about Social Security that may surprise you.

Even if you’ve been collecting benefits for years, you may have more to learn.

08/05/2025

While financial security is crucial for retirement, you need a strategy beyond just money that includes purpose, structure and social connection.

While financial security is crucial for retirement, the true 'retirement crisis' is often an emotional, psychological and social one. You need a plan beyond just money that includes purpose, structure and social connection.

07/31/2025

The dispute over Jimmy Buffett's estate highlights crucial lessons for the rest of us on trust creation, including the importance of co-trustee selection, proactive communication and options for conflict resolution.

07/29/2025

The role of an executor can be time consuming, but here are some simple things that you can do to help make your executor eternally grateful.

Being an executor of an estate isn't easy, so you should do what you can to help them out. It can be as easy as making a list and being smart about your email accounts.

07/25/2025

I am truly honored to share that I’ve been recognized by Forbes as one of the Top Financial Security Professionals for Mississippi! This marks my 4th time receiving this honor, and it’s all thanks to my incredible clients who trust and inspire me daily. Humbled and grateful to be part of this list once again. Learn more about the rankings and methodology here https://bit.ly/4mheqcO

07/24/2025

Things to consider and free tools to help you when adding an advance directive for dementia to your estate plan.

Add an advance directive for dementia to your estate plan with one of these free tools.

07/22/2025

How can IRA owners support their favorite charity and still receive lifetime income?
IRA owners who want to support a specific charity but also like the idea of receiving a lifetime stream of steady payments can now do both, thanks to a new law described in this article from law professor Chris Hoyt. Learn how donors can retain income from donated funds while ensuring future support for their chosen causes and take full advantage of this evolving landscape of charitable giving options. https://bit.ly/4kOKq6I

07/17/2025

Retirement planning requires a sound strategy, focus, and the willingness to stick to the plan. We make annuities easy with income solutions that can help you live out your retirement dreams. Let me show you how annuities can support a sound retirement strategy.

07/15/2025

With leisurely days, summer can offer a sneak peek into your retirement. Now is a great time to discuss your goals. Let’s talk about how annuities can help you achieve a financially secure retirement.

07/10/2025

Trust Planning for Business Owners
Estate planners, have your clients ever said, “I need to get a trust in place,” but they had no idea why or what type of trust to set up? This article from estate attorney Jeff Chadwick provides a basic overview of common trust structures with a particular focus on trust planning for business owners. Learn how to determine whether the client’s financial objectives require a revocable trust or an irrevocable trust and the different benefits each can provide, and let’s look at how using these strategies can better serve our clients.
https://bit.ly/4eDzjfk