5 Items for Your Year-End Financial Wellness Checklist

A typical holiday season is filled with checklists, from shopping lists to to-do lists, both at work and at home. Here's a short financial wellness checklist to help ensure your financial house is in order as you transition into 2019.

1. Check your beneficiary designations

Although we might not want to give it thought, we are all going to pass away at some point. And, since we don't know when this will happen, it's critical that we keep our beneficiary designations up to date. Obviously, this holds true for the workplace-sponsored and/or individual life insurance policies we own, but it also holds true for our IRAs, 401(k)s and