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Why Do I Need to Name a Beneficiary for My 401(k)?

It won’t matter what your will says about any accounts or assets that have a designated beneficiary. The named beneficiary will receive the asset on your death. What happens if you don’t spend all of the money in your 401(k)…

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Legacy Planning for the Future

Today’s complex and uncertain world makes the management and preservation of tangible assets more challenging than in the past. In the next few decades, the largest wealth transfer between generations in recent history will take place. This makes legacy planning…

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Here’s Big Five Medicare Mistakes to Avoid

People coming close to retirement age often dread the whole idea of applying for Medicare, and it’s understandable. Medicare seems complicated, and any mistakes could be expensive. One solution for navigating the process of choosing the right Medicare insurance and…

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Why Estate Planning is So Important?

You don’t need to be wealthy to create a financial disaster for your family. Not having a will or other estate planning documents, could wreak havoc on their budgets and make their lives stressful. It’s true—planning a summer vacation is…

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Understanding the Difference Between Alzheimer’s and Dementia

While Alzheimer’s is the most common form of dementia, accounting for an estimated 60-70% of all cases, there are other types of dementia. High blood pressure causes the second most common form, vascular dementia. The words “dementia” and “Alzheimer’s disease”…

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Timing Inheritance for Their Own Good

Having an estate plan forces you to ask many important questions, and one of them is when the right time is for your children to have access to their inheritance. The answer is different for every family. You know your…

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