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Do you know what yours is?
How much should I save to reach my goal?
What are my needs for burial and final expenses?
Will I be able to pay back my student loans?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family's wealth, lifestyle and dreams for the future. Let's get started - there's no better time than now. Let Jan be the man for your plan!
