MoneyDo: Importance of Account Titling
MoneyDo: Importance of Account Titling A few weeks ago, we talked about beneficiary designation, which is a critical part of the estate planning puzzle. Another related issue that works alongside beneficiary designation is account titling, which addresses how you...Axiom Vol 58
8/6/17 ICYMI (In Case You Missed It): Leakage – Stop Raiding Your 401(k) Plan “I always tell our clients that a 401(k) is an account with a singular, specific purpose: funding your retirement.” – Tom Parks AIF®, CRPS® Director of Retirement...Axiom Vol 57
7/30/17 FEATURED: No Fear: The VIX Stays Low – For Now The CBOE Volatility Index – often called the “VIX,” dropped to its lowest level since December 1993 this week. Just after the Fed’s July policy meeting, the VIX dropped to 8.84, its lowest reading since...