contingent beneficiary

Fee Only Financial Advisor Deer Park Barrington Chicago Your Beneficiaries Matter

Your Beneficiaries Matter: Check Who They Are [Video] 

April 4, 2022

It’s time to do a really quick check of your beneficiaries. This is something that is really easily overlooked. I want to review some of the common accounts where you need to set a beneficiary because this is what states who inherits the funds that are in these accounts. 

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