A Simple Task to Protect Your Loved Ones

This month, as we talk about family at BrightDime, we have one simple task for you: review and update the beneficiaries on your financial accounts.

A beneficiary is the person you choose to receive your assets should something happen to you. Designating beneficiaries is one of the most important steps you can take to protect the people you care about.

Regularly updating your choices is critical. It ensures your wishes are honored, prevents unnecessary legal complications, and reflects major life changes like a marriage, the birth of a child, or a divorce.

We recommend reviewing your beneficiaries every year. Here is our guide on why this matters and how to make updates.