How Not To Get Legal Advice
Becky Cholewka: I wanted to do a quick video on how not to get legal advice because, unfortunately, this is one of the biggest areas that I see a lot of people trip up on. A lot of people are getting legal advice from their tax person, their financial planner, their brother who lives in […]
Setting Up POD or TOD On Your Bank Accounts
Becky Cholewka says: I wanted to take a moment and give you a couple tips about your checking savings and brokerage accounts. One way to make sure these accounts avoid the probate process is to make sure you have a beneficiary listed on each of your accounts. That does not mean one beneficiary form per […]
Talk About Money Before Heading To The Altar
With wedding bells in your future, you may think that discussing money with your future spouse is gauche. It isn’t. Talking about finances may be nearly as important as talking about the reception or honeymoon. Maybe more important. According to an article on cnbc.com, talking about finances — budgets, insurance, savings and so forth — […]
