February 24th, 2020
Required Minimum Distribution
Roth IRA With a Twist
Price to Earnings
Estate Planning 101
Don’t “think about it,” just do it! No one likes to think about an untimely death…but it’s life!!
Recently, I spent 5 days at the hospital and had a few little scares at the beginning of my stay. During the first night’s stay, they struggled to get my blood pressure and oxygen levels up. As they were getting me situated and going through their routine, they inquired as to whether or not I had a will and advanced directive for medical care to which I replied yes…yes, I do! The nurses looked at me surprised and somewhat taken aback. I wasn’t sure if I was dying in front of their eyes, or if they were just surprised that I/we had a plan…luckily, it was the latter!
If you become incapacitated and on life support, what would your wishes be? If you and your spouse die in a car wreck, who would you want to take care of your children? Who would you want to oversee the life insurance proceeds, investments, etc.? Would you want the courts to decide every matter if you were gone?
We are not practicing attorneys, and I do not administer legal advice, however, after many years in this business and many years experiencing life myself… I encourage you to have a plan.
Seek out a competent attorney to at least help you get a couple of basic documents in writing. Plan for the worst… it will likely never occur, but peace of mind is valuable to you and your loved ones!
What’s The Plan?
“If you fail to plan, you are planning to fail.” –Benjamin Franklin
How many of us enjoy planning our next vacation, a special party with friends, or a night out with our spouse? How about planning for our retirement and the sometimes tedious task associated with planning? *crickets chirping*
Photograph by Gaelle Marcel via Unsplash
Many things come to mind when we hear the words “financial planners”: boring, monotonous, dry, etc. Financial planners may be intimidating, complicated, or even “over our heads.”
What if it didn’t have to be like that? What if it could stir up our passion, create excitement for our future, and lay out an easy-to-follow, interactive and real time road map? Guess what? Planning your future can be fun when it’s real and it really is about you!
“Guess what? Planning your future can be fun when it’s real and it really is about you!”
Financial plans don’t belong in a 3 ring binder on your shelf; they belong to you and should be up to date and available at any time!
Want to see how it works? Check out the 2 minute video below; it’s interactive, fun, and informative!
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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