Leaving your family with an end-of-life plan means making important decisions today.
To help you make informed decisions, we’ve gathered must-know information about key topics. Explore the resources here to start building a plan for your family.
Beneficiaries miss out on life insurance benefits all too often. The odds that you're owed money from a lost, forgotten or unknown policy are about one in 600. Besides life insurance, there may be other assets a deceased person might have that family members may be totally unaware of. Without an organized list, your loved ones and beneficiaries may be missing out.
As 2020 approaches, many of us will be contemplating goals. What we want to achieve, what life changes we want to put in place or what habits we want to get rid of. And most of us will make pretty good progress until other things, and life, get in the way. This usually happens around February 1st. Getting distracted and even derailed from these goals isn't uncommon. Less than 10% of us actually make good on our New Years resolutions. The good news is there are easy ways to improve your success. Implementing these can help you stay on track and achieve success with your goals.
In a recent report we touched on the importance of keeping certain financial documents. Today, we are taking a deeper dive into what you should keep and for how long. We'll also give you suggestions on where to store documents, and when they are no longer needed, how to get rid of them.
We’ve all been there – we glance at our phones and realize that our battery is almost out of juice! So what can you do? Short of carrying around a charger and hoping you can find an outlet, there are a few things you can do in a pinch.
Create your digital plan. You benefit today. Your family will benefit tomorrow. Try It Free
