Where do those accounts and policies end up? Some accounts have no designated beneficiary. Rarely, the same thing occurs with insurance policies. This is usually an oversight. In exceptional circumstances, it is a choice. What happens to these accounts and policies when the original owner dies? The investment or insurance firm gets the first chance … Continue reading “What Happens When There Are No Beneficiaries”
What Happens When There Are No Beneficiaries
June 28th, 2022
The Behavior Gap and Your Financial Health
How might it affect you? “It turns out my job was not to find great investments but to help create great investors,” writes Carl Richards, author of “The Behavior Gap.” From increasing our budget mindfulness to taking a steadier approach to investing, Richards has drawn attention to how our unexamined behaviors and emotions can be … Continue reading “The Behavior Gap and Your Financial Health”
