Weekly Notables

from the Desk of Brian Bickett, CFP®

for the Week of March 13, 2019

Doing the work, the sequel…

This week’s notable finance article provides an assessment of how ready your heirs are for your eventual passing.  

While not everyone is going to be comfortable with the level of sharing suggested by the article, it is of absolute importance that your heirs know where to find your written wishes and financial documents – even if you do not want to share the contents until your passing.  This does require you to address the subject of your eventual death, organize and write down your wishes, and organize your financial documents.  

The good news is that after this work is done, you will likely feel the release of anxiety knowing it’s taken care of, and you can then focus your energy on what is truly important to you today.    

Enjoy the ride of YOUR life!

— Brian

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Preparing Your Heirs for Your Death

An excerpt from the upcoming book “Your Complete Guide to a Successful, Secure Retirement” that provides an in-depth list of questions to to assess how prepared your heirs are for your death.  It is an extensive list and I believe that, for many, the answers to the timing questions will be “after my death”.  The article raises many points often overlooked including the importance of passing family values.

31st Annual Black Hills Motorcycle Show & Swap Meet

A Rapid City Journal article with co-chairman Rob Burton on this weekend’s motorcycle show and swap meet.

Where’s Brian?

At the Civic Center, come down and check out the Black Hills Motorcycle Show & Swap Meet

Additional Articles You May Find Interesting

Summary of the 2019 Social Security Trustees’ Report

Summary of the 2019 Social Security Trustees' Report   Article written by Brian Bickett Earlier than in the past, the Social Security Board of Trustees released their annual report at the end of April this year.  The report for 2018 spans 270 pages that go...

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The Purpose of Life Insurance

Article written by Brian Bickett Do I have enough life insurance?  It’s a simple question with a simple answer.  However getting from the question to the answer requires a bit of exploration.  And that exploration always begins with “Can you tell me why...

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Why Get Financial Advice from This Motorcycle Rider?

Why Get Financial Advice from This Motorcycle Rider?  Article written by Brian Bickett Earlier in my career, I worked as a fee-based financial advisor.  This meant that I got paid to give advice AND got paid commissions for suggesting my clients buy certain...

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