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Monthly Economic Update

Mid-Life Money Errors

Beware of these financial blunders and assumptions.

  • Do you think you need to invest with more risk?
  • Are you only focusing on building wealth rather than protecting it?
  • Have you made saving for retirement a secondary priority?
  • Do you assume your peak earning years are straight ahead?
  • Is your emergency fund now too small?

Click here to learn more about these common mid-life money errors…

Estate Planning Mistakes

Too many wealthy households commit these common blunders.

  • Doing it all yourself
  • Failing to update your will or trust after a life event
  • Being too vague with your heirs about your plan
  • Failing to consider what will happen if you and your partner are unmarried
  • Leaving a trust unfunded (or underfunded)
  • Ignoring a caregiver ulterior motive
  • Appointing a co-trustee

Click here to continue reading...