Five-Minute Win
This week’s Five-Minute Win: Review your beneficiaries.
Log into your retirement accounts, HSA, brokerage account, and life insurance policy, and make sure your beneficiaries still reflect your wishes.
It’s one of the most important financial decisions you’ll ever make, and it’s surprisingly easy to forget after a marriage, divorce, birth, or death in the family.
Five minutes today could spare your loved ones an enormous amount of confusion later.
Take five minutes today. Your future self will be glad you did.
If something happened to you tomorrow, would your money go exactly where you intend?
The 90-Year Audition