Want to make things easier for your loved ones? Find out how naming a bank account beneficiary can simplify the access to your funds after you’re gone.

The 529 Plan is a tax-advantaged savings plan designed to encourage saving for future education costs. The beneficiary of the plan is the individual designated to use the funds for educational ...

A beneficiary is a person or entity that you name to receive the proceeds of your financial assets when you die. A beneficiary can be a spouse, child, relative, friend, charity, trust or any other ...

For retirement savers, adding a beneficiary to your 401(k) plan should be a top priority. A 401(k) plan beneficiary is the person or entity, such as a charity or trust, who inherits your 401(k) after ...

Changing the beneficiary of a 401(k) plan can involve specific requirements, particularly when it comes to spousal consent. In many cases, to protect your spouse's financial interests, you need ...

Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do ...

Checking your beneficiary designations each year on your investment accounts is always a wise move. Our team does this before each planning meeting with our clients, and I can’t tell you how many ...

Maybe you’ve heard of “The Gentle Art of Swedish Death Cleaning.” It’s a guide to proactively downsizing your stuff while you’re still alive. Doing so spares your heirs the mess of doing it themselves ...

Starting September 30, the SSA will stop sending checks for Social Security payments. This is something you must do to continue receiving the money.