Legacy Planning: Designating Your Beneficiaries

Legacy Planning: Designating Your Beneficiaries | Suzanne Himes, CFP® & Steve Carlson   According to the Investment Company Institute, total US retirement assets exceed $23 trillion, mostly in employer-sponsored retirement plans and IRAs. How these assets transfer to the next generation is a very important part of the financial planning process. Typically, these assets will pass

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Here’s a Merry Approach to Mortality

Here’s a Merry Approach to Mortality | Paul Fain The holidays (normally) conjure warm images of large family gathering with dinners, gift exchanges, and merriment. The holidays are different this year. As the COVID pandemic is filling ICUs across the country, our mortality has entered the national conversation. With that in mind, here’s a seemingly macabre

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