10/22/2026
In honor of Halloween fast approaching, we've been swapping scary finance stories!
Meet Roger. Roger stays on top of things. He updated his will. He updated his deed. He updated his emergency contact.
Nobody told him his 401(k) doesn't read the will. It reads the form he signed in 1998 and the name on it... was his first wife's.
Beneficiary designations override your will. Every time. If it's been a while since you've checked who's listed on your retirement accounts and life insurance policies, this is your sign to take five minutes and look.