Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The brain is a powerful thing, but when it comes to preparing for something that is far in the distance like retirement, it can easily be led astray — and result in some big retirement planning mistakes.