Primary Beneficiary vs. Contingent: An Easy Financial Planning Checkup to Protect Your Family

Click here to Download Your FREE “3 Steps” Workbook:  https://trunorthwealth.activehosted.com/f/3

What’s included:  3 Steps to Planning an EPIC Retirement

Step 1:  How will You Spend Your Time?

Step 2:  Identify Your Income & Expenses

Step 3:  Putting it all Together

 

Episode 23:  Primary Beneficiary vs. Contingent: An Easy Financial Planning Checkup to Protect Your Family

In this episode, I discuss the often overlooked but crucial aspect of financial planning – conducting a beneficiary checkup.  Many people neglect to review and update their beneficiaries listed on various accounts, which can lead to unintended consequences.

We explore the importance of regularly dedicating a small amount of time to ensure your beneficiaries align with your wishes.  Discover why a beneficiary checkup is one of the best financial planning tips you'll ever receive.

Life is ever-changing, and it's essential to regularly review and update your beneficiaries to ensure your assets are distributed according to your wishes.  By dedicating a small amount of time to conduct a beneficiary checkup, you can protect your loved ones and provide peace of mind for yourself.

 

About Us:

Danette Lowe, CFP^®

Founder – Wealth Advisor

TruNorth Wealth Management, LLC

123 W. Nye Lane, Suite 520, Carson City, NV  89706

Connect with Danette @ https://linktr.ee/trunorthwealth

 

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