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Important: Watch This Before Making Beneficiary Designations! Insight from Phoenix Financial Planner Ryan Eaglin

Don't Make Beneficiary Designations Until You Watch This! Phoenix Financial Planner Ryan Eaglin, explains. Making beneficiary designations isn't always as clear cut as you may think. Investments that will allow you to make these beneficiary designations. IRA, SEP, ROTH IRA, SIMPLE IRA, 401k, mutual funds, KEOGH, 403b, REITs, stocks, bonds, index annuities, fixed annuity.... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA When it comes to estate planning, one important aspect that often gets overlooked is the designation of beneficiaries. Many individuals make the mistake of assuming that their will or trust will dictate who receives their assets after they pass away. However, this is not always the case. Beneficiary designations on certain accounts or policies can override any instructions stated in a will or trust. To shed lig

Net Worth = Net Wealth

Net Wealth is the new standard for living, growing, and giving your money! Take your Net Worth into a new life focus. You need to know what you’re worth, appreciate what you have, and be actively working to get to the next level. Let’s get started . . . Close the Wealth Gap that is Time and take control to build your assets and net worth -- sometimes -- automatically while you sleep! The Net Worth Statement is where to start. Helpful Links: Sudden Money Institute Money Map How to Organize and Manage Your Financial Documents Secrets of Successful Wealth Building 6 Page Financial Guide Link: Submit a Question Link: Treasury Direct -- I -Bonds Investment and Financial Basics from the SEC Professional Advice Financial Planning • CFP® professionals (Certified Financial Planner™) • Financial Counseling • AFC® professionals (Accredited Financial Counselor®) • What’s Next with Money website LET’S CONNECT: LinkedIn Instagram Twitter Facebook Yo