I check my portfolio too often. There, I said it. I do this for a living and I still catch myself pulling up accounts on my phone like it’s a Georgia Bulldogs football score I need to keep track of. It’s not a score. And nothing I see on a random Tuesday afternoon is going…
When was the last time you reviewed your beneficiaries on your retirement accounts and life insurance policies? Most people did it once, when they opened the account, and never thought about it again. Then life changed. Marriage, divorce, kids, whatever. The form didn’t keep up. Here’s why it matters: your beneficiary designations override your will.…
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