Sometimes people ask me if teaching retirement planning, as I've been doing for 20 years, ever gets boring. My answer is always the same: I love what I do because the people are all different and ...

Beneficiary designations are among the most important legacy decisions you will make. A variety of financial accounts, including retirement plans and life insurance policies, allow you to designate ...

The TSP has prepared a new fact sheet titled, Information for TSP Participants Leaving Federal Employment that provides useful information for employees who may find themselves facing the end of their ...

A variety of financial accounts, including retirement plans and life insurance, allow individuals to designate beneficiaries. Whoever is named on a beneficiary designation form will receive those ...

Retirement accounts often represent a substantial portion of a client's estate, yet the beneficiary designation forms that control their distribution are too often treated as an afterthought. Estate ...

Comprehensive, high quality estate planning involves much more than preparation of wills, trust instruments and durable powers of attorney. Many assets owned by our clients, including life insurance ...