Category Archives: Action Items

Action Items: Review Your Wills During Tax Time

If you are in the process of getting your financial paperwork in order to meet with your accountant, pull out your wills and other legal documents and take a look at those, too. Make sure the people you’ve named to help you are still available and the ones you still want to help you. Check the distribution scheme in your will or trust to see if any changes need to be made – have more children or grandchildren been added? Are there charities you want to change or add?
Getting all of your uncomfortable paperwork out of the way at once will make it possible to go into spring and summer knowing that you have a plan in place if something were to happen. So, review, make changes if needed and then go play!

What Are You Waiting For?

After the holidays. When school gets out. Once school is back in. When I turn ____. When the kids turn ____. When I get paid. Once I make all the decisions. When I’ve had a chance to sit down with my spouse/partner/financial planner/personal trainer. When the weather is nicer. When the weather isn’t so nice.… Continue Reading