Keep Your Legacy on Track
Do you plan to pass on a legacy to others someday? A lot of us do. Knowing that a lifetime of hard work and financial responsibility can help others in the future is extremely rewarding.
Whose Money is It? (Part 2)
In a recent post, I pointed out some of the complexity surrounding beneficiary designations in a multiple provider environment—and potential legal challenges that are likely to result upon a participant’s death when multiple, different beneficiary designations exist. Another area with very…