Beneficiaries

Bag Lady, Hunger

Bag Lady Syndrome

For many women their biggest fear is that they will be penniless and homeless in their old age and unable to afford food, shelter, and medical care.

WBZ NewsRadio 1030–09/29/2014

papers

The Importance Of Updating Beneficiary Designations

Even if you leave everything in your will or trust to your spouse or children, if your mother is still named on the retirement plan or life insurance she will receive the proceeds.

WBZ NewsRadio 1030–09/26/2014

Car loans, sar sales. signing

How To Successfully Merge Two Households

Couples are marrying later in life, which means the merging two households.

WBZ NewsRadio 1030–06/04/2014

Photo Credit Thinkstock

The Spousal IRA

A Spousal IRA is an IRA funded for a spouse with little or no income by a working spouse with income.

WBZ NewsRadio 1030–05/14/2014

(credit: Photo by Joe Raedle/Newsmakers)

What Are Coverdell Education Savings Accounts?

An ESA is another savings program for educational expenses which can be set up for kids under 18 years of age. The annual contribution limit is $2,000 per child.

WBZ NewsRadio 1030–11/06/2013

Papers, Folders

Update Your Beneficiary Designations When Life Changes

Whenever there is a life event such as a marriage, divorce, death, or a birth you need to review and update the beneficiary designations on your various accounts.

WBZ NewsRadio 1030–09/25/2013

Nichols College in Dudley

What Are Coverdell Education Savings Accounts?

When ESA’s were created they were named Educational IRAs and limited to a $500 contribution. With a name change they became the Coverdell Education Savings Accounts.

WBZ NewsRadio 1030–11/07/2012

newborn, infant, family

The Importance Of Updating Your Beneficiaries

Whenever there is a life event such as a marriage, divorce, death, birth or a significant birthday you need to review and update the beneficiary designations on your various accounts.

WBZ NewsRadio 1030–09/25/2012

Wedding

Marriage, The Second Or Third Time Around

Before you say “I do” again you need to start thinking like Donald Trump!

WBZ NewsRadio 1030–08/02/2012

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