Archive for July, 2017

Avoid Major Headaches When Naming Minors as Beneficiaries

Naming children as beneficiaries or contingent beneficiaries of an insurance policy, retirement account or payable-on-death account seems a natural way to provide for those you love. But special care must be taken to ensure that, should the children inherit as minors, the money provides for them in the way you (more…)

4 Reasons to Open a Taxable Investment Account

It’s true: Investing in tax-advantaged accounts can help you save. Maybe you use an IRA or 401(k) for retirement, a 529 plan for college and a health savings account (HSA) for health expenses. But does that mean you should shun investing in a taxable brokerage account? Not at all! While (more…)

Sun, Sand & Cybersecurity

School’s out and the beach and mountains are calling. It is that time of the year when so many of us pack our bags and hit the open road or head to the airport for a well-earned vacation. We may be ready to take a break from our normal lives, (more…)