Beneficiary Designations

What You Need To Know When You Are Somebody’s WidowIf you are married, one of you will become widowed and usually it is the woman who is the surviving spouse.
Update Your Beneficiary Designations When Life ChangesWhenever 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.
Whose Money Is Whose?Couples are marrying later in life, and that means merging two households.
Mid-Year Tax Planning For NewlywedsWe talked about newlyweds in June and now that they are back from their honeymoon there are some mundane but necessary details that need tending to.
When It Comes To Love, Marriage, And Divorce...Money MattersUnfortunately, married couples frequently fight over money, but with a little effort and planning they may be able to stay out of divorce court.
Money Matters - More Dumb Money Moves: Not Updating Beneficiary DesignationsI’ve heard so many sad stories regarding beneficiary designations.
Money Matters - Couples & Money: Yours? Mine? Ours?According to research by Utah State University, married couples that frequently fight over money are more likely to split up.
Money Matters - Tough Money Conversations: Your Adult Kids & Your MoneyTalking with your adult kids about your money, or lack of it, is not an easy conversation to have.
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