In his latest Your Financial Journey video, Tim Hilterman explains why keeping your beneficiaries up to date is essential to protecting your legacy. He shares when to review your designations, key life events that should prompt updates, and how proper planning helps ensure your assets go exactly where you intend. This quick reminder underscores how a simple review can prevent future complications for your loved ones. #FinancialPlanning #EstatePlanning #BeneficiaryUpdate #WealthManagement #LegacyPlanning #TimHiltermanCFP You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com You can find more information about Tim Hilterman at: https://www.whitakerwealth.com/our-te...This information is provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal, or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

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