Beneficiary mistake #6: Gifting away tax benefits

http://www.youtube.com/embed/MsHqG92jAvI" width="560" height="315" frameborder="0" allowfullscreen="allowfullscreen"> 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…

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Beneficiary mistake #5: The empty estate

http://www.youtube.com/embed/eDeXDnnjm9c 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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Beneficiary mistake #4: Backup Beneficiaries

http://www.youtube.com/embed/yXImEW70uWg 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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Market Month: July 2014

The Markets (as of market close July 30, 2014) Encouraging economic news, generally positive Q2 corporate earnings reports, and stable Federal Reserve policy had to battle multiple geopolitical conflicts for…

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