Financial Planning

Presentation: Beneficiary designations

Here’s some text to help you put together a topical presentation on beneficiary designations that you can customize for your next client meeting.

November 11, 2013

1 min read

Think carefully before naming beneficiaries

All a will does is tell your heirs who gets what from your estate.

November 4, 2013

3 min read

How taxes can eliminate an inheritance

Poor planning can turn an inheritance into nothing.

November 4, 2013

3 min read

Worry about your health, not your pocketbook

When you’re diagnosed with a health problem, you don’t want to worry about money. Here’s how to let the bills take care of themselves.

By Lisa MacColl |October 23, 2013

2 min read