Now You Have Sold Your House - What to do With All That Cash

Now You Have Sold Your House - What to do With All That Cash

Now You Have Sold Your House - What to do With All That CashBy: Mike Plume
Published on: 05/03/2024

In this blog we will dig deeper into the most efficient investment strategies for that large lump sum of cash, the equity you realized when you sold your house. Many people just take it to the bank, but there are potentially better options.

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Name a Beneficiary for all Investment Accounts

Name a Beneficiary for all Investment Accounts

Name a Beneficiary for all Investment AccountsBy: Mike Plume
Published on: 01/03/2024

This blog covers the importance of having a beneficiary named for all of your accounts, especially non-registered or open accounts. Banks cannot do this for non-registered accounts, only insurance companies are able to.

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