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Monthly Financial Jargon: Estate Planning Terms

Monthly Financial Jargon: Estate Planning Terms

The world of finance and investments is notorious for its extensive use of jargon. With a goal to enhance financial literacy and make the world of money more transparent, we have our “monthly jargon” articles that focus on debunking financial terms that are often used...
Monthly Financial Jargon: 401(k) vs. 403(b)

Monthly Financial Jargon: 401(k) vs. 403(b)

The world of finance and investments is notorious for its extensive use of jargon. With a goal to enhance financial literacy and make the world of money more transparent, we have our “monthly jargon” articles that focus on debunking financial terms that are often used...
5 Things to Consider When Electing a Beneficiary

5 Things to Consider When Electing a Beneficiary

Designating a beneficiary on accounts is one of the most important—yet one of the most frequently neglected—financial planning tasks. Put simply, a beneficiary refers to who will receive your assets upon your passing. Typically, you can name any person or entity a...