What many may not realize is that beneficiary designations supersede the terms of wills and trusts, which means that such misalignment can do serious damage to even the most carefully crafted estate plan.
A recent survey indicates that many donors still have questions about how they can make their giving more effective. In fact, two-thirds of those surveyed said that while they’d like to give more, they are concerned by factors that make it more difficult for them to give as much as they’d really like to.
While many important advances have been made in recent years in both the legal and social landscape, LGBTQ+ individuals still face many unique challenges, many of which have financial implications. This means that LGBTQ+ persons, whether single, partnered, or legally married, need financial planning advice that recognizes and takes into account these special challenges.
The Planning Center recently received the Best Places to Work award from InvestmentNews. This award recognizes the company’s dedication to creating a positive workplace culture and
Facing up to the reality of a failed marriage is one of the most difficult life passages anyone can be called to make. No matter who initiates the dissolution of a marriage, it is tough for everyone involved: emotionally, legally, socially, and financially.
While it is true that the overall rate of divorce in the US is falling, there is one segment of the population that is running counter to the trend: divorces in marriages that have lasted 30 years or more.
In a recent article published by CNBC about expats, taxes, and citizenship renunciation, CERTIFIED FINANCIAL PLANNER® with The Planning Center in New Orleans, H. Jude Boudreaux,
The main reason we invest is to make money, but it’s also important to understand how the government’s share is calculated and how it affects your outcomes.
What can you do to prepare for making a mid-life career shift? While it’s probably not possible to completely eliminate all the unknowns and the stress that goes with them, there are some things you can do to take control in certain areas.
We are delighted to share noteworthy news – the Aligned Money podcast has recently featured the financial planning expertise of Andy Baxley. Andy, a CERTIFIED FINANCIAL
Recently featured in NAPFA Advisor, The Planning Center has garnered recognition for its unique and multi-generational approach to financial planning. Leading this innovative strategy is Michael
In this post, I aim to demystify TIAA’s structure by breaking it down into 7 distinct layers. We will start with the broadest layer (TIAA itself) and work our way down to the most specific (the individual investments available to you in your TIAA contracts).
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