Is your “final file” missing, empty or just forgotten? Sadly, I find most are in some form of neglect.
Last week I asked, “How much do you know about your loved one’s financial life?” This week we look at a list to get you prepared.
This is one of those things that we all seem to put off because we think we won’t really need it anytime soon. Just a little bit of regular (even just yearly) maintenance can make a big difference though. The form matters less than the function. Do something, don’t ignore this vital task.
Need help getting started or updating your “final file?” Call me for some encouragement.
It’s summer and it’s hot (at least here in Colorado). I hope you’re enjoying the summer and maybe some meaningful time away from your normal routine..
To Your Best 2nd Half,
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. No strategy assures success or protects against loss.
