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Archive For: Personal finance

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
 

Three Phases of Retirement Spending

There are fewer hot topics in retirement planning than how much you should expect to spend once you retire. On the one hand, you won’t be spending for work-related activities so maybe you will spend less. On the other hand, health care costs will likely rise until you are eligible ... Read More