10/11/2026
š° Is your financial plan prepared for a time when you canāt manage it yourself?
A will is importantābut itās only one piece of the puzzle.
āļø Powers of attorney
š¦ Bank and investment accounts
š¤ Beneficiary designations
š Digital access
š Property records
š³ Debts and recurring bills
šļø Funeral plans
During National Financial Planning Month, weāre looking BEYOND THE BALANCE SHEET to documents that can help protect what youāve built and spare the people you love from having to piece it all together later.
A little organization today can provide something incredibly valuable tomorrow: clarity.
Beyond the Balance Sheet Financial planning tends to focus on saving enough for retirement, managing investments, paying down debt, or preparing for healthcare costs. But there is another question worth asking: What happens to your financial life when you can no longer manage it yourself? Illness, i...