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The Nest Egg Newsletter, Vol 19, Issue 3

By June 29, 2021 No Comments

Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps

Who is a spouse beneficiary? A spouse beneficiary must be married to the account owner at the time of the account owner’s death, and he or she must be named on the beneficiary form (or inherit directly through the document default provisions). A spouse beneficiary has a number of unique options.  Click here to read our current newsletter, The Nest Egg, for five easy steps to avoid avoid spousal mistakes.

Also in this newsletter…

  • Do you have a family member, who is overseas, currently serving in the military, or as a missionary? We’d love to encourage them!
  • How does Dollar Cost Averaging Work?
  • Meet the Business Partners, Brian & Deanna

Did you know…

  • We are celebrating our 20th year!! If you stop by, please be sure to sign the logo in our lobby.
The Nest Egg Newsletter, July 2021, Vol 19, Issue 3