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Savvy Senior 

How seniors can best get their financials in order

 


Dear Savvy Senior , My wife and I would like to get our personal and financial affairs in order so our kids will know what’s going on if we get sick or die. What tips can you offer? Procrastinating Paul

Dear Paul, Organizing your key information and getting your personal and financial affairs in order is a great gift to your loved ones. To help you get started, your first step is to gather up all of your important personal, financial and legal information so you can arrange it in a format that will benefit you now , and your loved ones later . Then you’ll need to sit down and create various lists of important information and instructions of how you want certain things handled when you...



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