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Naming Beneficiaries 101

Among the myriad of decisions that investors face, one of the most crucial yet often overlooked is the designation of beneficiaries on investment accounts. Let me delve into why naming beneficiaries is so important.

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The Widowhood Effect

Regardless of age or the amount of money one has, I have noticed in my personal life and in my career the need to help prepare and support a loved one for losing their spouse.

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