Sometimes, life can get busy, and letting your finances slide happens by accident. You don't always have time to review all of your financial accounts. You also may not be interested in constantly.
Numerous habits frequently lead people into financial difficulties. The key is to identify, elaborate on, and determine strategies for addressing these habits.
Sometimes a basic will, setting up TOD and POD designations and choosing beneficiaries for retirement accounts, life insurance and annuities will do the trick. A few years back, I attended an estate planning seminar at a nearby hotel. The firm putting on the show is well known in the area. Many of my clients had documents prepared by this group, so I felt an obligation to see exactly what they were offering. The seminar was good. There were no crazy claims that you see at many of these “free” ev