Holiday Financial Conversations

Good Day Colorado
This is an archived article and the information in the article may be outdated. Please look at the time stamp on the story to see when it was last updated.
Data pix.

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

Most Read

Top Stories

More Home Page Top Stories