Your Beneficiaries: Just One Thing To Do

Since this month at BrightDime has been all about family, our Just One Thing task for September is to review and update the beneficiaries on your financial accounts. Why is this important?

A beneficiary is someone you choose to receive your assets if something happens to you.

Regularly updating your beneficiaries ensures your wishes are honored, avoids legal complications, and reflects important life changes like marriage, children, or divorce.

We recommend reviewing your beneficiaries annually, and here’s the fully story on how and why.