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Zachary Talley, Jonathan Baird CFP®, Mike Casey, Bruce T. Butterfield CFP®, Lannie Travis CFP®, Darla G. Williams CFP®, J. David Ashby CFP®, Angela J. Eaves
Double Check Those Beneficiaries
January 22, 2011
As the New Year gets into swing, you no doubt made a few New Year’s resolutions. So did I. Besides losing weight, getting in shape, and the other usual suspects, you might have decided to get better organized. I’ve made that one too even though my office doesn’t indicate it when visitors walk in. One thing you might not think about checking on is your beneficiary designations. This will apply primarily to retirement accounts and life insurance contracts. Circumstances change throughout life with children born, couples divorcing, and other issues so it doesn’t hurt to make sure your beneficiaries are listed as you want them.Continue Reading…