Estate Planning: 16 Things to do Before You Die

If you’ve ever had the unpleasant task of putting a loved ones affairs in order after their death, then you’ve probably thought “I wish they’d done this or that to make things easier. If only they’d known!”

Well, now is the chance for you to do something different with your estate.

This article is a pretty good list of things you can start today

1. Physical Items Inventory

2. Non-Physical items Inventory

3. Credit Cards and Debts List

4. ………..

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 Estate Planning – 16 Things to Do Before You Die

What Rate of Return Do You Need for a Comfortable Lifestyle?

A ccording to this article, you can withdraw 4.5% out of taxable accounts per year and your money will last at least 30 years under most scenarios.

I don’t have his supporting material to double check his numbers, but I do know there are a lot of variables involved in coming to this conclusion.

Do you know what your number is for retirement?

Contact me and I’ll try to help you figure that out.



Most workers have saved just $25,000 for retirement

Most Americans have less than $25,000 saved for retirement.

If you’re reading this, you’re probably not that person.

B ut, let’s be honest. Those of us that are delaying consumption, investing well, and planning for our retirement will be asked to subsidize those who are not doing the same.

What does this mean for you? Continue to do all the things that will put you in place for a good retirement. Especially, get a retirement plan together so you know what it will start to look like with what you currently have and are currently saving.

Let me know if I can help. It’s one of the best things you can do for yourself and your family.