dnason @dnason

Freelance business journalist w/ https://t.co/FNmWSgQzKm & InvestmentNews. Interests: investing, economics, emerging markets, journalism, econ. development c4sb.com New Jersey Joined March 2008

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dnason @dnason

5 months ago

@HiltonHotels What can a guest do if a property is charging them bogus fees?

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dnason @dnason

5 months ago

@HiltonHonors What can a member do if a property is charging a guest bogus fees?

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dnason @dnason

4 years ago

My latest: 'Your loved ones will already be in a state of trauma.' The ramifications of dying without a will cnb.cx/3FqdSPl

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dnason @dnason

4 years ago

My latest: Creating a special needs trust? Here are the costs, what you need to know and who to use cnb.cx/3MFpKOk

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dnason @dnason

4 years ago

Cool - I was featured by Money Geek as an expert on choosing a financial advisor! moneygeek.com/financial-plan…

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A13c. Even for a small checking account and a car, someone has to distribute the account & change title to the car. ... minus a will, someone will have to go to probate court, prove a relationship to the deceased and be assigned by a judge to serve as executor. #WinnieSun

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dnason @dnason

4 years ago

A13b. As one of my sources said, ““A will is not for you, but it is for those you love and leave behind. When you die, someone has to settle your estate if you own anything.” #WinnieSun

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dnason @dnason

4 years ago

A13a. Here are a couple of article I wrote for CNBC.com on the subject: cnbc.com/2022/03/01/whe… and cnbc.com/2017/10/24/thi… #WinnieSun

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dnason @dnason

4 years ago

A13. You can look at it as something morbid, or you can look at it as a way to show how much you LOVE and TRUST your heirs. #WinnieSun

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dnason @dnason

4 years ago

A9c. I put together a simple, but detailed guide to help people find the professional help they deserve: findtherightfinancialadvisor.com #WinnieSun

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dnason @dnason

4 years ago

A9b. Also, if you don’t work with a financial advisor, you could be leaving money on the table – advisors can often access investments that you can’t, and they are more knowledgeable about the market, investment options in general, and tax minimization strategies. #WinnieSun

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dnason @dnason

4 years ago

A9a. People are often one signature away from making a bad decision, whether it’s about employee benefits, debt management, insurance, goal-setting, annuities. Advisors know how to interpret the fine print and can tell you if something is a good or bad decision. #WinnieSun

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dnason @dnason

4 years ago

A9. I always tell people – don’t go it alone. Work with a financial pro for ADVICE. You don’t know what you don’t know. For example, diversification and rebalancing #WinnieSun