top of page

Grandma’s Yellow Pie Plate – The Joy of Financial Security, by Donna Skeels Cygan

The book The Joy of Financial Security covers many financial topics, including estate planning. I encourage my clients to get their finances and legal documents “in good order” so that members of their family or an executor can more easily sort through everything in case of their disability or death.

I provide my clients an estate planning binder that begins with a spreadsheet that summarizes their finances. A copy of the spreadsheet (for you to use) is on the website www.joyoffinancialsecurity.com.

However, deciding to get your estate “in good order” goes beyond getting your legal documents updated and organizing your financial life. Another essential part is to decide who should receive your personal items.

 
 
 

コメント


Purposeful Financial and Legacy Planning

Fee-Only Financial Planning

(970) 443-1873

3400 Rosestone Ct, Fort Collins, CO 80525

  • Facebook
  • Twitter
  • LinkedIn

©2020 by Purposeful Financial and Legacy Planning

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

All domestic and international rights reserved. No part of this website, including text, graphics, et al., may be reproduced or copied in any format, electronic, print, et al., without written consent.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

bottom of page