Blog Archives for tag beneficiary updates

Have You Checked Your Beneficiaries Lately?

have you checked you beneficiariesHave You Checked Your Beneficiaries Lately?

One of the most common omissions that people make in their financial planning is to review their beneficiaries every year or so.  Choose a specific date and make yourself a reminder, along with a list of your holdings and take the time  for a review.  If you have a financial advisor, review your beneficiaries with him/her.  Make a list of all of your insurance policies, your bank accounts and your investments.  Make sure that the person(s) listed as beneficiaries is still appropriate.