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Plan Well, Retire Well

Saving and investing your money
Designation of Beneficiary v2

Naming Beneficiaries: Have you made any of these mistakes?

I bet you've named a beneficiary on something: maybe an IRA, a life insurance policy, or your 401(k). It's quick and easy to do. And being named as a beneficiary makes it quicker and easier for your heirs to receive what you've left to them, compared to the costs and delays of probate. But that doesn't mean beneficiaries are fool proof. Check out these stories. Have you made any of thes...

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Compare Auto Loan

Save Money on Your Car Loan!

Did you buy a car or truck in the past year? Twenty-four percent of adults surveyed did, according to the latest Report on the Economic Well-Being of U.S. Households. We tend to buy a lot of cars over our lifetimes. How we go about purchasing these vehicles matter. Car loans are the third largest category of household debts for American consumers, behind mortgages and student loans, and are oft...

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