Equipping Points:
No one wants to find themselves in a financial disaster. Having a plan is a great way to start. On today’s show, we talk about simple strategies that can make a huge difference in your financial future. Are all of your documents up-to-date? Are all your beneficiaries listed correctly? Are you protecting your retirement wealth from its biggest threat?
These are often simple fixes, but it comes down to proper planning. Partnering with a financial planner will help you look at everything holistically and find the tools that work.
Here are the important strategies we discuss on today’s show:
- Updating out of date legal documents. 1:05
- Fixing your beneficiary designations. 4:19
- Avoid the tax time bomb. 8:04
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
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