We all have financial to-do lists that get pushed to the back burner. But when it comes to beneficiary forms, forgetting to update can have lasting consequences.
That “set it and forget it” life insurance policy from your first job? It may still list someone you haven’t spoken to in years. Don’t let outdated paperwork write your legacy.
Make reviewing your designations part of your yearly check-in—right alongside taxes or insurance renewals. It's a small habit with a big impact.
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By Email: btpfairfield@sbcglobal.net
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