Beneficiary mistake #4: Backup Beneficiaries
http://www.youtube.com/embed/yXImEW70uWg Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…
Beneficiary mistake #3: Trust or Estate as IRA beneficiary
http://www.youtube.com/embed/b5Z0XbPsUZ4 Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…
Beneficiary mistake #2: Minor or Spendthrift Children
http://www.youtube.com/embed/iMVvYHhSVSg Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…
Beneficiary mistake #1: Misunderstanding Asset Distribution on Death
http://www.youtube.com/embed/eabE2HAFKJQ Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…
How Long to Keep Financial Documents and Statements?
https://www.youtube.com/embed/q2FMeOXO2Ls If you’re like many of us, you’ve got a few boxes of financial records that you’d probably like to get rid of. From old bank, credit card and loan…
Do I Really Need a Financial Advisor?
http://www.youtube.com/embed/HRtTUSYz2tM Financial planning isn’t just about choosing a stock or savings account. It’s about having a well-rounded strategy for growing and preserving your assets through multiple investments, insurance policies and…
10 Steps to a Retirement Action Plan (Part 2)
http://www.youtube.com/embed/qbOS25I8le4 A few weeks ago, we gave you the first five steps to developing a workable retirement action plan. It is much easier when you break all the tasks up…
10 Steps to a Retirement Action Plan (Part 1)
http://www.youtube.com/embed/7p_dxcU72Y0 If there’s one common goal everyone seems to be concerned about reaching, it’s retirement. Many of us spend 30-40 years carefully plotting and planning for this far-off date. But…
How Much Life Insurance Is Enough?
http://www.youtube.com/embed/DISjqGvqf1A Choosing the right life insurance death benefit can be as simple or as complex as you want it to be. It’s just a matter of determining who your intended…
Are You Saving Enough for Emergencies?
http://www.youtube.com/embed/dn_fXOgGwwI There is one piece of advice that almost every single financial planner, guru and expert agree on, and that is to set aside money for an emergency. And while…
