Secure Your Future: The Truth About Retirement, Life Insurance, and Investments!
VellyRose
  • Reads 1
  • Votes 0
  • Parts 1
  • Time <5 mins
  • Reads 1
  • Votes 0
  • Parts 1
  • Time <5 mins
VellyRose
Ongoing, First published Dec 03, 2024
consinsuranceinvestingislifelivingplanplanningprosretirementsavingstrustwhat
Understanding how to manage your retirement accounts, life insurance policies, and investments is key to honoring your financial wishes. In this video, we explain:

**Why retirement accounts and life insurance policies often don't need to be included in your trust.
**How to name your trust as a beneficiary, if desired, with the help of a financial adviser. The role of trustees in managing funds is when your trust is the beneficiary.
**Why non-retirement investments typically avoid probate.
**Having these discussions with your financial adviser ensures your assets are handled according to your preferences and needs. Take charge of your financial future today!
All Rights Reserved
consinsuranceinvestingislifelivingplanplanningprosretirementsavingstrustwhat
Table of contents

1 part

Sign up to add Secure Your Future: The Truth About Retirement, Life Insurance, and Investments! to your library and receive updates
or
#90investing
Content Guidelines
You may also like
Sex and Death in Skeleton City by Jazzua
29 parts Complete
Geoff and Naomi are dead, and they're depressed, but when Geoff's cat Bernie dies as well, they embark on a wild journey to find it in the underworld. ***** When Geoff dies, alongside his girlfriend Naomi, they end up sharing an apartment in the Underworld as skeletons. But after a few years, Geoff starts suffering a mid-death crisis. What's the purpose of going through the motions as a skeleton if you can't really live? Then he gets word that his cat, Bernie, just died and he can collect him and bring him home! Geoff and Naomi hurry to get Bernie only to discover that, due to a clerical error, their cat has been lost. With the hunt for Bernie giving new purpose to Geoff's un-life, he and Naomi begin a quest to get back their cat. Battling skeleton pirates, climbing the sky ladder and facing off against the villain who took Bernie, Geoff is determined to find his purpose - or die a second time trying! [[2018 Wattys Winner - The Originals]] [[word count: 30,000-40,000 words]]
You may also like
Slide 1 of 1
Sex and Death in Skeleton City cover

Sex and Death in Skeleton City

29 parts Complete

Geoff and Naomi are dead, and they're depressed, but when Geoff's cat Bernie dies as well, they embark on a wild journey to find it in the underworld. ***** When Geoff dies, alongside his girlfriend Naomi, they end up sharing an apartment in the Underworld as skeletons. But after a few years, Geoff starts suffering a mid-death crisis. What's the purpose of going through the motions as a skeleton if you can't really live? Then he gets word that his cat, Bernie, just died and he can collect him and bring him home! Geoff and Naomi hurry to get Bernie only to discover that, due to a clerical error, their cat has been lost. With the hunt for Bernie giving new purpose to Geoff's un-life, he and Naomi begin a quest to get back their cat. Battling skeleton pirates, climbing the sky ladder and facing off against the villain who took Bernie, Geoff is determined to find his purpose - or die a second time trying! [[2018 Wattys Winner - The Originals]] [[word count: 30,000-40,000 words]]

More details