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Whether you are getting ready to retire or already enjoying retirement, our team of professionals at Andersen Wealth Management can help you determine a strategy that may be appropriate for your financial situation.
Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.
0%
of Americans report losing sleep thinking about retirement.
0%
of Americans believe that they have enough money for their retirement.
0%
of Americans are guessing at how much money they need for retirement
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Thanksgiving is a Good Time to Discuss Estate Planning
Family Gatherings are Prime Opportunities for Discussions About the Future
Do you subscribe to the belief that family gatherings aren’t an appropriate place to discuss things like politics, religion or money? Many people feel this way, causing them to put off financial discussions about the future for another time. However, when your family is gathered together celebrating Thanksgiving and you’re feeling gratitude for the loved ones around you, it can open the door for important money conversations that impact your family’s future.
Why You Should Never Neglect Estate Planning
Topics such as where your assets will go when you die can be uncomfortable to broach, but estate planning is integral to your family’s financial future. Establishing a thoughtful succession plan using a document like a will or a living trust can benefit your whole family and ensure your wishes will be met. Ideally, you should have these plans in place before an emergency occurs, and while the oldest members of the family are still in good health, both physically and mentally.