Aviva Pinto, CDFA®, CDS

Although planning for end-of-life can be emotionally fraught and daunting, organizing affairs well before the need arises helps families and beneficiaries immensely after a loved one’s passing. But where to start? With the abundance of paper and digital resources accompanying the myriad accounts that comprise many years well-lived, it can be hard to know which are essential to have on hand. The most important things to have in place are: An up-to-date financial plan: Consult with your wealth advisor who can assess your current financial situation and update your financial plans to address any end of life concerns. Your advisor…

Planning Your Finances Must be a Priority During Divorce Whether you are just thinking about divorce, in the middle of the divorce, or your divorce is finally over, planning your finances should be a top priority. Regardless of who handled the financial decisions during marriage, it is critical to focus on your future and set financial goals, as these decisions will likely affect the rest of your life. Emotions are Expected, but Try to Separate Them From Your Financial Assessment It is easy to get swept up in the emotions and not want to deal with the finances, but at…