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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.
During the COVID-19 pandemic, millions of people have learned to do more with less. Whether you’ve had to bounce back from job loss or spent weeks bouncing off the walls in quarantine, the pandemic experience included valuable lessons about saving money — and better using our savings to protect ourselves and our loved ones. As we approach a post-pandemic reality, these lessons can continue to have a positive impact on our lives and finances.
For many, retirement includes contributing their time and talents to an organization in need.