Check Your Account Beneficiaries

One easily overlooked financial task is periodically checking to make sure your listed account beneficiaries still accurately reflect your wishes. This has come to light recently for a number of readers as they have transferred accounts to TD Ameritrade in order to take part in the Omnium/TDA program. In the process of these broker-to-broker (or even intra-broker) account changes, beneficiary designations can easily get lost. If you haven't checked yours lately, it's well worth calling your broker to do so. Visit OmniumNTF.com for more information on the special brokerage pricing available to SMI readers through Omnium and TD Ameritrade.

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• A Christian View of Financial Planning

• OmniumNTF.com

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