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One thing I have learned this week…

This last week we had a very important family member pass away.  It has been a very difficult time for all of us, and we will of course slowly get through it. But if I have learned anything this week, it is to make sure that there is someone else in your household or family that knows your financial situation.  Where the bank accounts are, the brokerage accounts, the insurance policies, any savings, etc.  In this case, we are trying to put together the financial pieces of this family member, and it is very difficult as only he knew where anything was.

So for those out there that might happen to stop by this brand new site, please….make sure someone knows your financial story.

I am hoping to get this site up and running next week when we get back.  I do hope you will come back.


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