Double-Check Your Beneficiary

We may not like to think about it, but (spoiler alert) we won’t be here forever. And if you can’t remember who you chose as the beneficiary on your financial accounts (think: your 401(k) and your Roth (IRA), now’s a great time to double-check your pick. Because, as you go from being a millennial to an “elder millennial,” things change. Ex: After a divorce or a wedding, it’s important to make changes so your money ends up in the right hands.

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3 Responses to Double-Check Your Beneficiary

  1. I just did this when I started at the hospital.

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