Posts made in December, 2012

Keep Your Beneficiary Information Updated

Posted by on Dec 15, 2012 in Blog | 0 comments

If you’re one of my clients, you’ve heard me urge you to check the beneficiary designations on your various retirement accounts and life insurance policies. The end of this year and beginning of a new year is a good time to make a routine check to see that you have chosen people and charities you still favor. Contact the institutions that hold your accounts, ask them who is on record as your current  beneficiaries and, if you want to make a change, request a change-of-beneficiary form. And then don’t neglect to fill it out, submit it to the bank or brokerage company, and request that they...

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