Will Your Heirs Get the Cash You Want Them to Have?

Financial Advisor talking to senior couple at home

Blank or missing paperwork can send pension, IRA and 401(k) money astray You’re probably tired of my yammering about having the correct beneficiaries listed on your retirement plans. If you die suddenly, will the right people inherit your money, as opposed to the people (maybe now dead, maybe no longer married to you) that you… Continue reading Will Your Heirs Get the Cash You Want Them to Have?