Majority of Readers Have Taken Steps in the Event of Cognitive Impairment

The aging process can hurt your ability to make proper decisions about your finances. On average, 29.2% of individuals aged 80 to 89 have cognitive impairment. While the aging process affects everyone differently, it is important to protect the investment portfolio you have spent years accumulating. Cognitive impairment has a direct, negative impact on a…

 

10 Common Mistakes Made With Beneficiary Designations

This article originally appeared in the November 2014 issue of the¬†AAII Journal. Estate planning truly is the ultimate gift for your loved ones. A comprehensive estate plan should always include a review of the titles and beneficiary designations for all assets. You want to ensure they are consistent with your estate planning goals. Otherwise, unintended…