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Tag: beneficiaries

What should I do to wrap up my finances for the year?
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What should I do to wrap up my finances for the year?

  • Posted on December 4, 2020July 26, 2022
  • by BrightDime

Even if this year did not turn out as you hoped, you can still end the year on a positive note with your money! Below are TEN quick-hit items that…

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Estate Planning is For EVERYONE. What’s Your Next Best Step?

  • Posted on October 25, 2019July 26, 2022
  • by BrightDime

Whether you’re young or mature, rich or just getting by, married or single, it’s important to talk to your family, spouse, or significant other about your financial affairs. Ensuring you…

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  • Glossary

probate

  • Posted on October 24, 2019July 26, 2022
  • by BrightDime

Probate is the process of administering a deceased person’s estate (their money, real estate, assets and possessions) and distributing the remainder after all debts and taxes are paid. If there…

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  • Glossary

face value

  • Posted on May 16, 2019July 26, 2022
  • by BrightDime

The face value of a life insurance policy is the death benefit. It’s the stated dollar amount that the beneficiaries will receive upon the insureds death.

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  • Glossary

trust

  • Posted on May 16, 2019July 26, 2022
  • by BrightDime

A trust is legal account / arrangement where you engage a third party (the trustee) to oversee assets for the benefit of another party (beneficiary) to ensure the assets in…

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Do You Need Life Insurance? Consider These 5 Questions.

  • Posted on May 16, 2019September 15, 2022
  • by BrightDime

Life insurance is a financial tool that provides a death benefit to your named beneficiary in exchange for premium payments to the insurance company. While it’s not always easy to…

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9 Things You Can Do to Finish the Year Off Right

  • Posted on January 28, 2019July 26, 2022
  • by BrightDime

Every year around the holiday season, it’s easy to get busy and put your finances on the back burner. However, that period as the year comes to a close is…

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Organize Your Financial Life: Tracking your Accounts

  • Posted on January 16, 2019July 26, 2022
  • by BrightDime

We all experience a change in circumstances at some point;  a new job, a move to a new city, getting married or divorced, etc. And with each of these changes,…

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