This is the CYA part of your financial plan. Step 5. Cover Your Assets!
We talked about dumb money moves last week and many listeners let me know that there is a whole lot more than the ones we talked about.
Estate planning is an important part of your overall financial plan.
So much has been written about retiring and more often than not it’s about traveling into the sunset with your significant other by your side sharing the adventure of retirement.
This is a tough subject to talk about for it always involves someone dying!
The reality is you need to plan for the soft side of retirement as well as the financial side.
It’s time to review your estate planning.