checklist

5 Reasons to Do Estate Planning Now Instead of Waiting

5 Reasons to Do Estate Planning Now Instead of Waiting
Even though most people understand the importance of estate planning, they tend to delay it, putting it off for later. As time goes by they completely forget about creating a will and securing their future. It’s not a topic most of us look forward to dealing with and we all have busy schedules. What they fail to realize is that we live in a fast-paced world where nothing waits for you. With the clock running and time passing in the blink of an eye, you don’t know what the future holds for you. No one can predict the future, but at least we can protect our family’s future by planning ahead a...
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Spring Clean Your Finances

Spring Clean Your Finances
  Spring is a time of new beginnings...a fresh start. It's also the perfect time to freshen up your financial life. Here's a checklist that will help. Review your retirement savings. Have you rebalanced your assets lately? Take a look and reset your allocation if it’s gotten out of whack or meet with your financial advisor. Max out your contributions to your employer-sponsored retirement plan. Consolidate accounts whenever feasible and reduce paperwork. If you have multiple IRAs for example, you could combine all of your traditional IRAs into one account and all your Roth IRAs into ...
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Helping Your Aging Parents: A Checklist

Helping Your Aging Parents: A Checklist
When we set out to help our aging parents prepare for their retirement years and beyond, there is a lot to remember. Use this checklist to ask questions of, and gather important information from your parents. Once this is completed, you can relax knowing that no matter what the future holds, your parents are prepared and protected. Finances • Gather information about all accounts and where they are held • Get contact information for their advisers (insurance agent, attorney, financial, etc.) • Check to see if any accounts can be consolidated or simplified • Make sure the accounts are titl...
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