from the Desk of Brian Bickett, CFP®
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!
Find Your Financial Roadmap.
Brian can help you develop a roadmap to get you from where you are to where you want to go — and then put it in action, making your money work for you to avoid behavioral mistakes.
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.
Additional Articles You May Find Interesting
Article written by Brian Bickett You and I both know that South Dakota was ranked the best state for retirement in Bankrate’s 2018 “Best and worst states for retirement” study which is summarized here. The study ranked South Dakota #1 overall based on rankings...read more
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...read more
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...read more
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