Beneficiary Designations Over-ride Wills

The following article by Ric Edelman published on CNBC this morning is a great reminder on the importance of keeping your beneficiary designations up to date.

http://www.cnbc.com/id/101853636

Please leave us your thoughts in the our comment section.

Get In Touch

Share On Social Media

Other Recent Blog Articles

Boeing Voluntary Layoff – Is this the right choice for you?

August 25, 2020

Matt Boelter, Viridian Shareholder and Financial Advisor joins the Viridian channel to share some timely and interesting insight into the Boeing Voluntary Layoff Plan options. Are voluntary layoff plans worth…

Read More

Important IRS Update from Viridian

August 22, 2020

In this short video we address concerns a number of clients have recently had with IRS notices with Shareholder and Tax Team Lead Debbie Baker. The IRS has many COVID…

Read More
Brian Johnson

June 2020 Market Commentary

June 1, 2020

By Brian Johnson, Viridian Chief Investment Officer and Shareholder June 1st, 2020 Summary:  Markets appear to be decoupled from the economic realities that we face. The bear market in the…

Read More