CLIMB A ‘BOND LADDER’ AS INTEREST RATES RISE
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.
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DO YOU KNOW WHERE YOUR IRA BENEFICIARY FORMS ARE?
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 the financial institution where you opened the IRA? The oversight could cost your heirs a lot of money and a lot of heartache.
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FAMILY MEETINGS CAN HELP PASS ON FAMILY ASSETS
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 painful for the head of the family and their heirs.
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PROS AND CONS OF COMBINATION LONG-TERM CARE POLICIES
Despite persistent and strong advice to the contrary, many consumers in their mid-fifties and older have remained stubbornly reluctant to buy long-term care insurance. An alternative for the reluctant may be policies that piggyback LTC coverage with life or annuity policies—though many financial planners believe stand-alone LTC coverage is usually better.
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Other articles: [1] [2] [3] [4] [5] [6] [7] [8] [9] [10] [11] [12] [13] [14] [15] [16] [17] [18] [19] [20] [21] [22] [23] [24] [25] [26]
