Financial Matters

Tips and news from the financial experts at Attentive Investment Managers.

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Sep

Relationships and Money, Part II: Married Couples

Athena Stone, MS, MPAS, CRPC, AIF®

Finances

Marriage is not just roses, chocolates and diamonds. Marriage is a business relationship that needs thorough discussion and often times compromises. When couples plan for possible scenarios in the future, everyone involved is protected and feels secure. There are several ways that couples can ensure healthy financial decisions pre and post nuptial.

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Aug

Designating Beneficiaries & Owning an Inherited Retirement Account

Athena Stone, MS, MPAS, CRPC, AIF®

Finances

What happens to your Retirement account if you pass away? Retirement accounts offer an advantage in the way they can be passed to your beneficiaries without a costly Trust or extensive Probate of your estate. A beneficiary designation allows you to allocate your hard earned savings to your loved ones in any manner you choose. But, there are pitfalls that should be avoided when designating beneficiaries.