Okay Baby Boomers, I am in your camp and I am sorry to announce that there are more yesterdays than tomorrows in our lives. Where did all the time go? Even though life is uncertain and every day is a gift, we felt okay saying… ”I will get to that tomorrow.” But, regarding our financial lives, we need to get on it today. It is time for all of us to take a financial inventory and review our game plan. It’s time to sit down with your spouse, family or any people that could be affected by your passing. Look at life insurance policies, wills, trusts, investment accounts, annuities and bank accounts. It’s also a great time to review your final instructions.
It’s never too late to fine tune your income accounts and plans. Do you have the appropriate amount of income to stay in the world that you have planned and become accustomed to? What about final expense money and policies? Is it time to consider additional life insurance? Do you know that life insurance is easier to buy, and you probably won’t need a medical exam? Do you need to take a look at your “Safe Money Portfolio?” What about sitting down with your financial professional to do a review? Don’t you have a visit with your physician every year? Visit the dentist? What about keeping your car serviced? It’s time to take action. If you don’t have a financial professional, let us know and we will connect you with a licensed insurance agent that is a member of The Safe Money Places Agent Network. Remember, don’t put off till tomorrow what you can do today. Tomorrow might not come. Stay safe and do it.
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