Consider This Program with Joe Clark, CFP, and Jamie Burton. In this segment we will cover: Description: You probably love your kids all the same, but even my brother and I, who appear very much alike, are very different individuals. Not all beneficiaries are the...
Consider This Program with Joe Clark, CFP, and Daren Hardesty. In this segment we will cover: You love your beneficiaries equally; however, it might not be in their best interest to receive money equally. It is prudent to update beneficiary designations regularly. And...
A frequent question often pertains to beneficiaries. “What is the best way to leave my remaining assets to my family?” A simple question with assumed simple solutions. The truth is far from simple. A multitude of variables may be relevant to you and your situation....
The world changed with the advent of defined contribution plans where individuals save for their retirements. Dissimilar to a defined benefit plan or pension, where the stream of income stopped at your demise, defined contribution plans leave assets behind to...