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Archive For: Estate planning

Avoid the Beneficiary Trap

If you have a life insurance policy or IRA, you were required to name a beneficiary (the person or persons who directly inherit the account when you die). Most other financial accounts don’t have a beneficiary, but wait – maybe they do. Bank accounts and CDs can be made payable ... Read More

Final Pesonal Finance Lesson From Final Episode of “Downton Abbey”

In this post on the personal financial lessons from the popular PBS series “Downton Abbey,” I want to remind you of the seven  SmartMoney Rules™ because they all apply to the characters of “Downton Abbey” and their predicaments. 1. Have an abundant money mindset. 2. Protect yourself first. 3. Have ... Read More