Are You Flirting with Financial Disaster?

There are areas of your financial life that might be in bad shape and you don’t even realize it. On this episode, we’ll identify five areas of planning that could result in disaster if you haven’t paid them any attention.

 

Read more and get additional financial resources here: https://pffirm.com/2021/05/are-you-flirting-with-financial-disaster/ 

 

What we discuss on this episode: 

2:12 – Out of date legal documents  

6:01 – Beneficiaries

9:31 – Tax time bomb

13:03 – Longterm care expenses

17:31 – The 60/40 investing portfolio