Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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It’s that time again. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead.
Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.
What role would taxes play in your investment decisions?