Have you ever heard the phrase Fail to plan, plan to Fail? Or what about Proper Planning Prevents Poor Performance? Although you may be tired of hearing about these clichéd rhetorical phrases, they still hold true in today’s society.
Planning a vacation? YOU BOOK THE FLIGHT AND HOTEL EARLY.
Planning a wedding? YOU HIRE AN EVENT PLANNER.
Planning for a party? START A CHECKLIST SO YOU DON’ T FORGET ANYTHING.
So why is it that our finances don’t have a plan to match our goals?
Who wants to work hard to not have anything to show? Or better yet a legacy to leave behind?
When thinking of the future wouldn’t things go a lot smoother with a plan in place? A plan where your chosen beneficiary will have access to a tax free lump sum of money that will be given in the event of a loss?
With many companies, a will or trust can be put into place to ensure your wishes!
NOW THAT IS A GOOD PLAN TO GET STARTED ON!