Financial Focus

  • Financial Focus
    Financial Focus
You might not have thought much about beneficiary designations — but they can play a big role in your estate planning.When you purchase insurance policies and open investment accounts, such as your IRA, you’ll be asked to name a beneficiary, and, in some cases, more than one. This might seem easy, especially if you have a spouse and children, but if you experience a major life event, such as a…

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