A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.
With a new administration, things will change, but no one knows exactly how. Here’s a little insight.
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.