3 ms·
Same. I've been handed over to the "where is this investor" support team a couple of times. Sometimes they are just trying to sell me additional services. No
by testfoobar 6y ago
Same. I've been handed over to the "where is this investor" support team a couple of times. Sometimes they are just trying to sell me additional services.
Now, I make a point of logging into all my financial accounts a couple of times every year. Easy to forget retirment/mutual fund/insurance accounts.
1. Verify balances and look for any sign of fraud.
2. Verify contact information (address / phone / email).
3. Titling: As you get older, make sure you understand how your account is titled. Individual / POD / Joint / Joint WROS / Trust / etc. Each of these has specific consequences to you.
4. Beneficiaries: Similarly, make sure you understand the significance of submitting beneficiaries on your accounts.
Example: I missed updating an older account to include my new wife.
This is a good place to start: https://store.nolo.com/products/estate-planning-basics-espn.html https://store.nolo.com/products/estate-planning-basics-espn....