So retirement is on your horizon. Are you starting to wonder exactly when you can stop working? Do you often ask yourself if there is enough money to retire? You might catch yourself staring out the window, imagining what you will do with your free time. What are you daydreaming about?
This workbook will explore both parts of your retirement: Your Money and Your Vision.
This week’s podcast episode is all about the financial steps to take in the event your spouse dies. Are you prepared? Have you thought through what will happen if your spouse passes away? Have you created a plan for how to move forward with your finances and pay off any…CONTINUE READING
We’re so excited to share a new episode of Heart of Your Money with you this week. This episode is all about how often you need to revisit your financial plan—and it’s not just about making a plan! You need to ensure that your plan is up to date with…CONTINUE READING