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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What It Means to Be a Beneficiary

From the day we are born, a future full of exciting adventures and milestones unfolds before us like a road map. We all know that this road map is bound to change; sometimes we end up in detours and have to turn around and start over, sometimes the car stalls out and we need some maintenance, and sometimes the people that come along for the ride—the ones who help guide us and help give directions—are suddenly gone. We are left with an empty space and often aren’t sure how we are going to navigate the twists and turns in the road up ahead. (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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