An ex-wife as a primary beneficiary. Lapsed stock options. No medical power of attorney. What is in common with these items? They are all avoidable. Having been involved in financial services for the past 20 years, I have seen a lot things go wrong. A lot of these issues could have been avoided with proper planning and review. But we …
5 Mistakes to Avoid After Getting Laid Off.
Our office is located in Chandler, AZ. Chandler is home to numerous Technology companies such as Intel, NXP, and Microchip. Recently several of these companies have gone through company-wide reductions in their workforce. It can be a shocking situation. After 20 years you are out of a job and you just received a package from your former employer with an …