Business

Start the school year off right by putting safety first
By Jamey Toney, CFP®, ChFC®
Country Financial

Summer days grow shorter and communities across America prepare for an annual ritual: the first day of school.  It’s a time when parents breathe a sigh of relief, students anticipate new challenges, and when all of us need to put safety first.

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One of the best reasons folks engage in estate planning is to ease the burdens surviving family members will carry in the event of our death.

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Are you holding one or more 401(k) plan accounts from former employers? You have several options: 

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When people think about dividing their assets among their loved ones when they die, they very often take for granted that anything that they leave as an inheritance will be divided equally among their children.

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Time is money—literally.  For a recent graduate, time might also seem like an abundant resource, with many thinking they have plenty of time to save for their future – later. 

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