Hello,
Do you remember the old commercial for back-to-school shopping that used a holiday song: ‘it’s the most wonderful time of the year’? Many parents are happy to see Labor Day on the calendar, knowing that their kids are going back to a routine. But, the end of summer can be bittersweet too – saying goodbye to months of fun-filled family time.
One way to keep your family first in mind is to make sure that you have an up-to-date estate plan. It’s not an easy thing to talk about; but planning for when you are gone is one of the best ways to keep love alive across generations.
Now that we’re entering a new season, it’s a great time to meet to discuss your overall financial plan and to make sure it is still working to help you achieve your long-term goals.
Please feel free to share these articles and videos with your friends and family. They are excellent conversation starters.
Have a safe and happy Labor Day weekend.