No matter your age, your profession, or your season of life, reviewing your list of beneficiaries annually is wise. Relationships, circumstances, or benefits can change, and sometimes, so do your recipients. There are everyday life events such as births, deaths, or...
When I start working with clients, I, like many daily money managers, always ask about estate documents. I want to look at the whole picture of my client’s financial health, and estate planning is a critical piece. Part of that estate planning is picking the right...
Daily money managers are an integral part of a client’s financial team. Helping to settle estates is one example of how these professionals collaborate with clients’ attorneys, accountants, and financial planners to attend to the many details of the probate process....
You are not alone if you didn’t get around to setting your financial goals before the 2021 new year began. (After all, there were a few things going on in the world…). But it’s never too late to plan. Goal Planning Makes Success More Likely “People who write down...
May is a great time to think about updating important information. Have you recently reviewed who you have designated as a beneficiary on your life insurance policies and retirement accounts? Not having the person or persons designated whom you currently wish to...
