Rooted Fridays with White Oak🌳
Did you know? Your 401(k) and IRA beneficiary designations override your will.
That means even if you update your will to include your new spouse or child—if your account still lists someone else (like an ex), it won’t matter.
Small detail, big consequence. Make it a habit to check your beneficiaries at least once a year—especially in blended families.
#RootedFridays #FinancialPlanning #StepfamilySupport #WhiteOakPlanning