LMM 33: How and Why to Review Your Beneficiary Designations

LMM 33: How and Why to Review Your Beneficiary Designations

When is the last time you reviewed your beneficiaries? Retirement accounts (IRAs, 401ks) and life insurance both require naming beneficiaries. This is one of the most overlooked financial tasks I see as a financial advisor, and the consequences can be severe. In this episode, learn more about the how and why to updating your beneficiary designations on your financial assets and accounts.

LMM 32:  LGBTQ Charitable Giving Strategies

LMM 32: LGBTQ Charitable Giving Strategies

The Tax Cuts and Jobs Act of 2018 has impacted charitable giving. You can no longer simply give to your favorite charity and receive an automatic tax deduction unless certain qualifications are met. Listen in as I share a handful of strategies that can still allow you to give to your favorite charities AND save money on your taxes.

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