Category: estate planning

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Free Estate Planning & Retirement Resources.

No matter what stage in life you are at, you should be planning for something. Between insurance needs, a will, retirement planning, etc., we can all use a little help getting organized. Lucky for you, my trusty TRowePrice newsletter gave out some links to some free advice, and I am more than happy to pass it along to you guys for your use!

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Why You Need An Estate Plan And How To Set One Up.

This is a guest post from Jonathan over at Master Your Card, where he discusses making your credit card work for you rather than them. Be sure to check out his site!

Why do you need an estate plan? If you were to keel over dead right now, how would your assets get allocated? Who would take care of your kids? Where would the dog go? Who would inherit all the money you stashed away for the retirement you’ll never enjoy?

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Putting Together My ‘What If…’ Emergency Information.

OK, so I had a basic “what if” book put together for my wife/family if something were to happen to me, but after reading the book “Family CFO” that I talked about last week, I have begun putting together a comprehensive emergency packet…just in case.

I will be making three copies of this information as follows: The first copy will be on paper and in the safe in our house. The second copy will be on paper and will be kept at the bank. The third copy will be in digital format and will be on our home computer, a USB thumb drive, and our backup hard-drives. This way the information will be preserved no matter what calamity happens…unless of course something happens to my entire town and the bank vault all on the same day that something happens to me. And if that happens, well…

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And The Winner Of The eFinPLAN Online Financial Planning Software Is…

Last week I started a contest for subscribers of My Two Dollars to win a 1-year subscription to eFinPLAN online financial planning software (a $98 value). eFinPLAN is web-based, so there are no lengthy software downloads, and it can be accessed from any computer. The online questionnaire is easy-to-use and follow. All you have to do is answer online questions, and then a comprehensive 60+ page personalized financial report (pdf) is generated. Well, today is the day I announce the winner and I want to congratulate Abbe L. from Pennsylvania for being the lucky reader! Abbe, Kent Irwin from eFinPLAN will be contacting you directly, so please be on the lookout for an email from him. Congratulations! Also, if anyone decides to purchase eFinPLAN, you can use Coupon Code: E85A1 for a 10% discount.

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Giveaway: $98 eFinPLAN Online Financial Planning Software.

Starting today, I will be giving away 1-year subscription to eFinPLAN online financial planning software (a $98 value). Entries will be accepted up until June 24th at 11:59PM PST. How do you enter, you ask? Make sure you are subscribed to the RSS feed or by Email so you can get the secret code you will need to email me to have a chance at winning!

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