Holiday Financial Conversations

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President and Founder of Life Certain Wealth Strategies, Herb White, says the following are some of the most important conversations to have:

  1. Taking Financial Inventory – most people don’t know all they have or where it is
  1. Estate Planning
  • Updating key documents
  • Making gifts
  • Family heirlooms and sentimental items
  • Digital Assets – protecting email, social media accounts, etc.
  1. Updating Beneficiary Forms
  • Retirement accounts
  • Life Insurance
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