Tuesday, February 7, 2012

Update your beneficiaries.

There are so many things to remember as you transition in life.  If you have been recently widowed or divorced it is critical to change the beneficiaries on your regular IRA, your Roth IRA, your 401k or 403b, and your insurance policies.  Too often folks forget to make these changes and money goes to to an ex-spouse or other unintended person.  
Call your bank, your HR department or your brokerage adviser and make that change today.