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Update your Beneficiaries

Whenever you set up a life insurance policy, enroll in a 401-k or 403-b plan, set up an IRA, or buy an annuity, you will always be asked to declare both a “primary beneficiary” and a “secondary beneficiary”.   Usually people will set up their beneficiaries to help those who would most benefit from receiving the funds at the time the plan was established.   However, over a period of years things do change: children grow up, people get divorced, financial situations change.  So if you haven’t reviewed your beneficiary arrangements in the last few years, do it now.  Keeping your beneficiaries current will potentially avoid a lot of unnecessary expense, confusion, and heartache.  And, it’s easy to do!

Posted 12:02 PM  View Comments

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