Retirement & Financial Planning Report

It’s about that time again. Time to check your key documents to see if they’re up to date. The best times are likely at year-end, when you do your tax planning, or at the beginning of the year, when you get your records together for tax preparation. Here’s what you need to check:

  • Beneficiary designations for insurance policies, retirement plans, deferred annuities.

  • Contents of your will and accompanying letter of instruction.

  • Powers of attorney.

  • Trustee appointments.