The Benefits of a Beneficiary Review

Who’s your beneficiary?

One of the most important annual financial reviews you can do for yourself is a beneficiary review. Unfortunately, a lot of people only connect beneficiaries to large amounts of wealth, and consequently they neglect an important—and highly personal—component of their finances. If you own something that is important to you, chances are you have an opinion on who you would like to receive it after you’re gone; so write down your wishes and make it official. (more…)

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Spring Cleaning for Your Life

As the blooms burst and birdsong replaces the silence of winter, spring is more than a metaphor for renewal. It’s the ultimate call to action framed by nature’s boundless reminders that change is powerful and within our reach.

Many of us think of spring as time to clean out the closet and take those clothes you haven’t worn for many seasons to your favorite local charity. Decluttering is a good ritual, but how about going beyond that this spring? Here are some ways to dig deeper for a more holistic spring cleaning for your life. (more…)

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