As the calendar year draws to a close, end-of-year planning becomes essential for individuals seeking to secure their personal and financial futures.

In this episode of Parenting Impossible, I dive into the importance of taking control of your finances with a proactive mindset. Instead of getting stuck on setbacks, I encourage you to focus on celebrating your wins and using them as a foundation to move forward. I share practical tips on keeping your asset lists and important documents, like letters of intent, up to date—not just to avoid legal issues but to simplify life for you and your loved ones. We'll also explore how timely retirement and tax planning can set you up for success in the new year, especially in light of the updates from the Secure Act. Let's make this the year you take charge with confidence! 

In this episode, you will hear:

• Why it is important to update documents like letters of intent.

• What to focus on celebrating at the end of the year.

• How reviewing retirement assets and estate planning documents benefits you.

• Why it is crucial to align beneficiary designations with estate planning goals

 

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