Don’t leave behind a financial mess.  It’s always better to be safe than sorry.

For many this is a hard to think about, but if something should happen, having your financial affairs in order will make it easier on your family.

ASIC’s Moneysmart outlines simple steps to develop a plan and get your paperwork in order:

  • Check bank accounts and other assets
  • Review your life insurance
  • Involve your partner in your finances
  • Write or update your will
  • Keep your important documents safe.

Read the full article here.

Get tips from CERTIFIED FINANCIAL PLANNER® professionals on how to plan ahead with your finances so you can worry less, here and now.

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