Part II of Suzette Porter and her guest, Attorney Farren Sheehan of Sheehan Law. In this episode they discuss the actual legal documents and how they work for legacy planning, avoiding pitfalls and making the transition of assets seamless to your heirs, which is the goal.

Suzette Porter and guest, Attorney Farren Sheehan of Sheehan Law, address the pitfalls of having no legacy planning in place. Story after story of tragic outcomes and how you can avoid those experiences with the proper planning.

Why Comprehensive Financial Planning Is Important, Now More Than Ever

You Might Need A Second Opinion in Downturns Like These

Is A Recession Going To Rob Your Retirement

Estate Planning Should Be Front And Center

Three Tax Moves To Change Your Retirement Game

On today's edition of Financial Wise, Suzette talks about the effect that world events may have on your retirement plan - and the importance of making sure your plan can handle whatever comes your way.

Today on Financial Wise, Suzette highlights some of the changes happening within Social Security as we move deeper into 2022.

Financial Wise, for February 12, 2022. Today, Suzette takes a look at what the markets may have in store for 2022 - and how to steer your retirement plan around the challenges that it may face.