Posts Tagged ‘beneficiary’
Tip of the Month | July 2024
Tip of the Month | July 2024 Wedding Season: Review Beneficiary Designations Written By: Kevin Reardon, CFP® Summer is wedding season, and with marital bliss comes the need to review beneficiary forms…
Read MoreGuest Blog: Beneficiary Designation Blunders
– Guest Blog – Beneficiary Designation Blunders: Mistakes and Misconceptions Written By: Michael D. Kaiser, Attorney, Kaiser Holahan, LLC The term estate planning brings to mind words such as will,…
Read MoreSelecting the Right Trustee
Selecting the Right Trustee Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® You have taken the first step to meet with an attorney and start drafting an estate plan. One of…
Read MoreOverview of the Wisconsin Retirement System (WRS) Pension
Overview of the Wisconsin Retirement System (WRS) Pension Written By: Ryan Rink CFP®, ChFC®, CLTC® The Wisconsin Retirement System (WRS) pension is one of the top funded and managed public pension…
Read MoreHow to Handle ‘Leftover’ 529 Balances
By Ryan Rink CFP®, ChFC®, CLTC® How to Handle ‘Leftover’ 529 Balances 529 plans are one of the best savings vehicles for college. However, deciding on the right amount to…
Read More