Is It Time To Review Your Beneficiary Designations?
Relationships change over the years, and you may have forgotten to review your beneficiaries in light of new planning goals. A periodic review will help keep your beneficiary designations in alignment with your overall estate planning goals.
Name Change Checklist: Confirming Your Identity After Marriage or Divorce
Recently married or divorced? Here’s a comprehensive checklist to help you remember all the places to change your name to avoid missing any crucial updates.
Do I Need More Than One Advisor?
Discover the 5 types of advisors wealthy Americans rely on and learn how to build the right team for your goals, income, and stage of life.
Spring Clean Your Finances
Spring is the perfect time for financial cleaning. Discover a practical checklist to organize your accounts, clarify goals, track spending, boost income, automate savings, and establish an estate plan.
How Well Do You Manage Wealth? Take the Millionaire Decision Quiz
As a millionaire, your financial decisions carry greater complexity and consequence than those of typical investors. This quiz evaluates your understanding of the framework for making smart financial decisions, specifically tailored to the unique challenges you may face as a high-net-worth individual.
Should I Name A Trust As My IRA Beneficiary?
Before naming a trust as the beneficiary of an IRA, consider the pros, cons, and complexities of doing so. Trusts can provide control over your assets after death, but with a cost and legal complexities.
What If You Died Yesterday?
More than 7,500 people died in the United States yesterday and what if you had been one of them? Put the emotions aside for a moment. Forget the spiritual and religious implications of dying; that’s for a different conversation. Focus instead on what you’ve left behind. Your stuff has no feelings, but the people who […]