Schedule a Free Consultation 800-970-3414

Category

Finances

The Importance of Updating Beneficiary Designations

By | Finances

Many types of monetary accounts and insurance policies have beneficiary designations associated with them. For example, retirement accounts (including IRAs, Roth IRAs, 401(k) plans, 403(b) plans, and pensions) must usually have a beneficiary designation on file. The same is true with insurance policies, such as life insurance policies and long-term…

Read More

Elderly Financial Scams

By | Finances

Elderly individuals throughout the country are unfortunately the target of numerous financial scams that can result in their losing thousands of dollars. Scammers and fraudsters often target elderly individuals because they are more likely to be socially isolated and unfamiliar with computers and other types of modern technology. Some of…

Read More