Financial Fitness

New Year Review and Update

January 2020 

It’s not too late to consider making a 2020 resolution to review important personal and financial documents to be sure they are current, such as:

  • Your will.
  • Your living will.
  • Power of attorney.
  • Beneficiaries on life insurance and retirement plans (check for the exact wording and spelling of your designated beneficiaries).

For a sampling of other important documents to take into account, see Checklist of Important Legal Documents

For an e-learning opportunity on the five essential documents for estate planning, go to Please note the link to the e-learning session on this web page opens best in Internet Explorer or Firefox.