Major changes
July 30, 2018
M I’m Miriam Neff-with STARTING OVER FINANCIALLY,-and I’m Valerie Neff Hogan, and we’re here to talk about money
Big changes in life mean addressing documents that need to be changed. Divorce, death, job and location changes, documents need to be relevant to life’s realities.
V A good attorney specializing in Wills and Estates can help you. Do not procrastinate. It is a loving task for your family and all who will manage these affairs for you. To start using a new financial advisor, or one new for you, there are ways you can vet this person and make sure they are a good match for you and their resources.
M In my big change, I determined that the most important characteristic was that they listened to my needs and desires and did not show up with their own agenda.