Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Have A Question About This Topic?
Getting what you want out of your money may require the right game plan.
In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.
Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.