What is a beneficiary?
A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ...
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What happens to your investment accounts after you die?
Without a beneficiary designation and even if you have a will, your individual account must go through probate — a court process that oversees how your assets are distributed after death.
Jeff Bezos' Estate Plan: What Is He Going To Do With All That Money?
Jeff Bezos plans to donate most of his massive fortune. Learn how a legacy-building effort can include estate planning strategies like trusts and charitable giving.
Non-Spouse Inherited IRAs: Ways Not To Squander The Money
Learn how beneficiaries can manage non-spouse inherited IRAs. Explore distribution rules, Secure Act changes, and tax strategies for long-term financial security.
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Beneficiary Management
Once designated, it is recommended to review your beneficiary designations each year to ensure no changes are needed. To make it easier for you, below is a list of those places. You can update your ...
Trump rolls back deportation protections for thousands of Venezuelans. Here’s what that means
The Trump administration’s decision to revoke the recent extension of Temporary Protected Status granted to Venezuelans by former President Joe Biden could affect hundreds of thousands living and ...
‘Powerless and angry’: Venezuelans react to roll-back of deportation protections
The Trump administration’s decision to rescind a Biden-era extension of Temporary Protected Status for Venezuelans has ...
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Temporary Protected Status (TPS) and Deferred Enforced Departure (DED) Under the Trump Administration 2.0
Temporary Protected Status (TPS) and Deferred Enforced Departure (DED) Under the Trump Administration 2.0 President Trump has ordered a review of Temporary Protected Status (TPS) designations made ...
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CMS's New TCET Pathway Expedites Medicare Coverage for FDA Breakthrough Devices
The Centers for Medicare and Medicaid Services ("CMS") published a final notice outlining the processes and procedures for the Transitional ...
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Temporary Protected Status, explained | Why some immigrants qualify, who doesn’t?
With immigration crackdown efforts ramping up, some countries under Temporary Protected Status (TPS) have also been revoked, ...
Retirement Checklist: Planning To Retire In 2025? Here’s What To Do
Taking the time to check off these steps will help you retire with confidence in 2025. Remember, planning isn’t just about finances—it’s about creating a fulfilling and worry-free lifestyle. By ...
Brown & Brown, Inc. (BRO): Profitable Growth in Global Insurance
We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff. In this article, we are going to take a look at where Brown & Brown, Inc. (NYSE:BRO) stands against other non-tech ...