Hightower Podcast: Collective Wisdom

Ruth Gretz of RTD Financial in Westport, Conn., and Peter Lang of HighTower Westchester (NY) discussed properly maintaining beneficiary designations on this week's Collective Wisdom podcast, noting that it's a small, forgettable task that has big consequences when not kept current after life events and other changes. They discussed the gamut of documents and situations where a small mistake -- not updating a form -- can have enormous consequences that can effect families for generations.