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Beneficiary Designations

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

Photo Credit: Thinkstock

Whose Money Is Whose?

Couples are marrying later in life, and that means merging two households.

WBZ NewsRadio 1030–06/05/2013

Income Taxes, 1040, Tax Scams

Mid-Year Tax Planning For Newlyweds

We 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.

WBZ NewsRadio 1030–07/23/2012

Banks, 100 Dollar Bills, Cash, generic, withdrawal, Counting Money

When It Comes To Love, Marriage, And Divorce…Money Matters

Unfortunately, married couples frequently fight over money, but with a little effort and planning they may be able to stay out of divorce court.

WBZ NewsRadio 1030–06/05/2012

Money Matters – More Dumb Money Moves: Not Updating Beneficiary Designations

I’ve heard so many sad stories regarding beneficiary designations.

WBZ NewsRadio 1030–09/27/2011

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.

WBZ NewsRadio 1030–05/31/2011

Money Matters – Tough Money Conversations: Your Adult Kids & Your Money

Talking with your adult kids about your money, or lack of it, is not an easy conversation to have.

WBZ NewsRadio 1030–01/27/2011