@lindamoneytips: Here are 8 important FINANCIAL documents to update at the start of 2025. Doing so can have a positive impact on your finances. 1. Last will and testament 2. Beneficiary forms on brokerage and other financial accounts 3. Payable-on-death collection at banks 4. Transfer-on-death deeds on real estate 5. Investment account asset allocation (portfolio review) 6. Your mortgage 7. Your tax withholding 8. Your insurance #moneytips #financialtips #PersonalFinance

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Tuesday 14 January 2025 13:17:12 GMT