Upon becoming eligible to participate in your company’s 401(k) plan, participants are asked to select investments, contribution rate and to indicate a beneficiary designation. This is […]
When Judy purchased her life insurance policy 10 years ago, she thought her insurance planning was complete. She assumed that if she paid her premiums on […]
What are the consequences of an incomplete or inaccurate beneficiary form? If no beneficiary is designated, the 401(k) plan most likely points the money to your […]
Whether you know it or not, you have an estate. Estates are not a privilege reserved for the ultra-wealthy, but the property, savings, and assets owned […]