Tag Archives: marriage

Marriage and Money: Taking a Team Approach to Retirement

Even when most of a married couple’s retirement assets reside in different accounts, it’s still possible to craft a unified retirement strategy. To make it work, open communication and teamwork are especially important when it comes to saving and investing for retirement.

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Check Beneficiary Designation Forms

Anyone having funds in a qualified retirement plan or IRA should have designated at least one beneficiary for the funds should something happen to the owner. Uninformed choices at the set up or because of changes in circumstances can cause the beneficiary choices to be inappropriate today. Review your beneficiary designation forms and look for these common mistakes…

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When You Marry, Who Should Be Notified?

The day has come–you’re finally getting married. Now that your life is changing, you’ll need to let others know. Although this is not an exhaustive list, here are some of the people and institutions you may need to notify.

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Age-Based Tips for Making the Most of Your Retirement Savings Plan

No matter what your age, your work-based retirement savings plan can be a key component of your overall financial strategy. Following are some age-based points to consider when determining how to put your plan to work for you.

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