Naming someone who will inherit your brokerage account after you pass away can be a smart estate-planning move. Here's how to do it.Image source: Getty Images. Stock investors know that a brokerage ...

Making sure affairs are in order and checking in from time to time is key when it comes to protecting loved ones. Ensuring your beneficiary information is updated is one way to help your loved ones ...

Time to catch up on some of the questions that readers have sent in. Q: I've read that you can add a payable on death beneficiary to a car title. I've gone to the BMV website but I can't find a form.

George Lambert has spent 30+ years in the financial industry; his roles include CFP, certified divorce financial analyst, and FINRA arbitrator. Patricio Nahuelhual / Getty Images If you're signing up ...

You might not be able to spend all the money in your 401(k) plan before you die. If that happens, your retirement savings will pass to the person you name as the beneficiary of the account. The ...

It's free, simple and secure. When you purchase a life insurance policy, you'll be given the option of designating one or multiple beneficiaries to receive a death benefit in the case you pass away.

You can play a personal role in advancing liberty, fairness, and equality by providing now for a future gift through your retirement account. For many people, this is the easiest and most effective ...

Workplace retirement plans like 401(k)s are among the most powerful tools for building long-term wealth, yet they are also among the easiest to overlook during major life changes. According to a 2025 ...