Beneficiary mistake #2: Minor or Spendthrift Children

http://www.youtube.com/embed/iMVvYHhSVSg Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…

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Quarterly Market Review: April – June 2014

The Markets (as of market close June 30, 2014) After a rocky start, the quarter eventually made up for domestic equities' earlier losses. As winter weather finally lost its chokehold…

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How Long to Keep Financial Documents and Statements?

https://www.youtube.com/embed/q2FMeOXO2Ls If you’re like many of us, you’ve got a few boxes of financial records that you’d probably like to get rid of. From old bank, credit card and loan…

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