COTO Insurance & Financial Services Blog

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Inheriting a 401(k) Plan
March 16, 2020

Within the scope of an investment portfolio, the commonplace 401(k) may seem to be a simplistic account. But it’s not, especially when it comes to estate and legacy planning. The named beneficiary on the plan will inherit your 401(k) regardless of your will’s instructions. And from there, a spectrum of…

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Your Vote, Your Investment
March 9, 2020

Here’s some food for thought regarding the aftermath of Watergate: “The great paradox of one of the worst presidential scandals of the 20th century was that it forced candidates to stop attacking each other and start persuading the nation that they could be trusted.”1 Wouldn’t it be nice if the…

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Chipping Away at Health Care Problems
March 4, 2020

The Supreme Court recently said it wouldn’t fast-track a hearing to discuss the end of the Patient Protection and Affordable Care Act (aka “Obamacare”), which means it’s unlikely a ruling will come before the 2020 election.1 Instead, Congress is engaged in a slow-moving discussion of health care issues with varying…

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Boomerangers: When the Chickadees Return Home To Roost
February 24, 2020

That first summer after they graduate from college. When they get laid off. After a divorce. There are plenty of times in life when adult children, albeit reluctantly, move back in with their parents until they can get on stronger financial footing. Unfortunately, this has a way of happening right…

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