Do You Know Where Your IRA Beneficiary Forms Are?

Sunday, May 1st, 2005

Do you know where the beneficiary forms are to your individual retirement accounts? For that matter, do you know who are your IRA beneficiaries? You may think you know, but when was the last time you checked? Has it been years? Did you even fill out the beneficiary form provided by ...

Posted in Estate Planning, IRAs, 401(k)s, 403(b)s, TSP(s) | No Comments »

Climb a ‘Bond Ladder’ as Interest Rates Rise

Sunday, May 1st, 2005

For bond and certificate-of-deposit investors, today’s rising interest rates are good news/bad news. One strategy many financial planners have long recommended for handling rising interest rates is the bond ladder. To understand why a bond ladder works, think of a seesaw. When interest rates rise, the value or price of a ...

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Family Meetings Can Help Pass on Family Assets

Sunday, May 1st, 2005

Passing on the family wealth from one generation to the next; whether involving a network of businesses and philanthropic organizations or simply the family home and prized heirlooms, is never easy. But periodically holding family meetings can go a long way in making that transition smoother, more effective, and less ...

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