Is there an “elephant in the room” when it comes to your financial future? You need a Financial Plan B!
We’re talking about the matter of what can confront couples when one of them passes on. It may seem too awkward to talk about. But it’s also too important to ignore.
You see, the problem is, we all tend to assume roles in relationships. One partner does the bills, another handles the investments. Or one knows the codes or passwords to this or that … but the other manages the paperwork. That may be fine for now – but not when one partner’s not around anymore.
Here’s some important information that each couple – and maybe even your children or key advisors – should know about:
We have resources that can help you get this information out in the open and saved for future use. It’s our “Elephant in the Room” program. Full of helpful tips on what to save and where. It even includes an online fillable reminder booklet to help you keep track of all the important information you both need to know and share.
Check out the “Elephant in the Room” tools today in the Related Links on this page.
And if you have any questions, ask your W&S Financial Group Distributors representative. They’re all ears.
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