Reviewing beneficiary designations is a regular task for our financial planning clients at Clairwell, but you can do this on your own even if your advisor doesn’t.

Ultimately, the reason why our clients can remain calm in the face of market turbulence is because that volatility we see, the market drops — we ALREADY planned for that. We go into financial planning knowing that we may need to make adjustments to spending and goals along the way, but our investment strategy remains. We planned for a downturn, we are ready to weather it, and ready to take advantage of the recovery when it comes.