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Tag Archive: john casasanta education

How Do I Change My Beneficiary?

John CasaSanta

John CasaSanta | July 12, 2013 |

Question: My wife died a few months ago,  how do I change my beneficiary?  – Dave A. in Matthews, NC Answer: Changing a beneficiary is a very easy process.  The majority of the time you can go on to your insurance company’s website and download a change of beneficiary form. Complete the form, indicate the new beneficiary and submit it to the company along with a certified copy of the death certificate.  This process should be used for any life insurance, 401K or annuity.  In...

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Why Are Investment Reviews Necessary?

John CasaSanta

John CasaSanta | July 9, 2013 | ,

Question: Why are investment reviews necessary? Answer: Investment reviews are very valuable for many reasons.  Due to life events, people purchase investments at various times of their lives.  It could be when you change jobs and need to roll over your 401K to a private plan, when an inheritance is received, or if you receive a bonus and want to invest for a rainy day or future event.  Depending on how aggressive you would like to be and amount of time to reach your goal will...

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