What Happens to Your Bank Accounts After the Death of Your Spouse?
It’s important to understand what happens to your spouse’s bank accounts in the event of their death. According to a 2017 survey1, 77 percent of couples say they shared at least one bank account. So, what exactly happens to your bank accounts after the death of your spouse? We’ll start with what you need to […]Read Article
3 Times When Buying an Annuity Might be the Answer
Annuities are a financial option that pay out a fixed amount of income over time based on the amount of the annuity. Opinions on the usefulness of annuities often vary. Like anything, they have strengths and weaknesses so you have to decide for yourself if it makes sense for you. Annuities can provide steady income […]Read Article
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While there are different types of annuities, it’s really a simple concept. You invest a sum of money with a reliable insurance company. Set a date for when you want payments to start. And then you receive regular payouts for the life of the annuity. Main Types of Annuities While the types of annuities generally […]Read Article
If you see the words “estate planning” and think it doesn’t apply to you, consider this: estate planning isn’t just for the wealthy. If you own a house, a car, furniture, investments, insurance policies or all of those things, that’s your estate! Estate planning simply means you’re providing direction about what should happen. Whether modest […]Read Article
Saving is a huge part of planning for college. More families are saving for college in 2016 than in the prior three years.¹ The payoff for getting a head start is big: Parents who plan ahead may have the means to spend more on college, while borrowing much less. This is critically important because the […]Read Article
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