Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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A look at how variable rates of return impact investors over time.
It’s easy to feel invincible when you’re young, healthy and have a steady paycheck. After all, the chances of something catastrophic happening to you are pretty low, right?
Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.