Time for a Financial Check Up
With the season changing and life ever pulling us forward, you may want to take into account life changes that may affect your financial goals. Account for Changes in Your Personal Life Have there been any changes this past year with your family, personal, or financial life? If life changes have occurred, you may want to conduct the following:
- A beneficiary designation review (qualified plans, IRAs, life insurance, etc.)
- Reviewing the titling of assets (bank accounts, brokerage accounts, property, etc.)
- Update estate planning documents (wills, trusts, power of attorney, guardianship, etc.)
- Update insurance coverage (life, health, long-term care, disability, etc.)
