Smart Money Tip: Update Your Beneficiaries

Feb 8, 2021

Did your family status change recently? Even if not, have you taken a moment to review your current beneficiaries? It’s a good idea especially whenever you experience a life change such as marriage, birth, adoption, death, or divorce.

DO THIS TODAY: Review and update your current beneficiaries on your important financial accounts. Consider removing yourself from a joint account or closing it in the event of a divorce or separation.