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2305, 2017

Claiming Life Insurance Benefits

Insurance|

Life insurance benefits are not paid automatically. If you are the beneficiary of a life insurance policy, you must file a claim in order to receive any money. Often, this is as simple as contacting your insurance agent and the deceased's employer and filling out some paperwork. You will need to provide each insurance company with a certified copy of [...]

1905, 2017

4 Financial Faux Pas

Finance, Podcasts|

If you have investments and a smart phone, then you know how easy it is to get caught up with checking the market on a day-to-day basis. But is that a good idea? What happens when you make emotional and reactive decisions instead of thinking about the long-term plan? Tune in as Dave Alison of the Clarity 2 Prosperity Mastermind [...]

1605, 2017

Choosing a Beneficiary for Your IRA or 401(k)

Planning, Retirement|

Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in order to select the right beneficiaries. Although taxes shouldn't be the sole determining factor in naming your beneficiaries, ignoring the impact of taxes could lead you [...]

1205, 2017

10 Common Mistakes When Naming Powers of Attorney

Planning, Podcasts|

You can get just about anything online these days, even legal documents! But the devil is in the details, so it’s time to dust off those old documents and make sure you haven’t made any of these 10 common mistakes when naming Powers of Attorney. Tune in to find out what happens if you have the wrong box checked or [...]

905, 2017

Caring for Your Aging Parents

Planning|

Caring for your aging parents is something you hope you can handle when the time comes, but it's the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a little easier. Some people live their entire lives with little [...]

505, 2017

How Good Credit Saves You Money

Credit, Podcasts|

We all have a credit score, but what do the numbers really mean? How can a few adjustments save you money? Credit Specialist Chuck Harris lists off the “do’s and don’ts” of credit, and explains why having a good credit report can save you big-time. Real Wealth® is an online radio program with a [...]

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