Sign up today to receive important financial news {complimentary}




See Disclaimer.

Ask Connie

Question: Can I name a Beneficiary on a Non-IRA account?

Yes, there is a way to designate a beneficiary on a non-IRA account and it is called a Transfer on Death agreement or TOD.  Some financial institutions use the term Payable on Death or POD.  It means the same thing.  This provision is used less often than the … Read more...

Financial-wise

News & Views

Is a Recession in Our Future?

In March the stock market continued its upward climb, albeit at a slower pace than the first two months of the year.  Economic activity continued at a strong pace with more job growth, wage gains, low unemployment and low inflation.  In spite of these … Read more