The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.
Investments can play a key role in any financial plan. For individuals, a mix of investment products, income and pension plans can help pursue short- and long-term goals.
Insurance is important to any comprehensive financial plan. If tragic events like death, disability or critical illness strike, insurance can help protect you and your family from undue hardship.
As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have planned early on. For people starting a college savings plan today, questions arise as to the best way to save.
David Chapple strives for a track record of success, having worked in the financial industry for over 14 years and with LPL for 12. He completed his education at Simpson University, receiving high honors and awards for his scholarly pursuits.