Category Archives: Investing and fiduciary requirements

When Someone Dies Without a Will

Last will and testament

Where do things proceed from that point?

Provided by Reeve Conover – Conover Consulting

Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with their estates.

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The Federal Reserve Raises Benchmark Interest Rate

the facade of the federal reserve bank.

Monetary policy is normalizing due to economic improvement.

Provided by Reeve Conover – Conover Consulting

On March 15, the Federal Reserve raised the benchmark interest rate by a quarter-point to a range of 0.75-1.00%. The increase was widely expected, and it represented a vote of confidence in the economy.1

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The 60-Day IRA Rollover Rule

person under ira umbrella with money

Will it apply to your retirement savings distribution?

Provided by Reeve Conover – Conover Consulting

If you receive a distribution from your IRA or workplace retirement plan, what will you do with it? You will probably want to arrange an IRA rollover – a common and useful financial move designed to take these invested assets from one retirement account to another, without tax consequences. The I.R.S. may give you just 60 days to do it, however.

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Key Estate Planning Mistakes to Avoid

reading glasses on estate planning worksheet

Too many people make these common errors.

Provided by Reeve Conover – Conover Consulting

Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate planning error, several other major mistakes can occur. The following blunders can lead to major problems.

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Reeve Conover is a Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/dealer member FINRA/SPIC. Cambridge and Conover Consulting are not affiliated. Licensed in SC, NC, NY, CT, NJ, and CA. - SIPC - Brokercheck