A monthly newsletter brought to you by Treece Financial Group | # 49 | June 2018
Holistic & Advocacy-Oriented Financial Planning
Cartoon with text: "I'm making out my will. Is there anything you want me to leave you, other than debt?"
“By failing to prepare, you are preparing to fail.”
The above quote from Benjamin Franklin directly addresses the importance of taking time today to plan for the challenges you—as well as your loved ones—may face at the end of your life. 

As another famous Franklin saying goes, "In this world nothing can be said to be certain, except death and taxes." 

Many of us are really good about taking care of our ongoing tax responsibilities, but far fewer consider taking care of a more valuable asset—our own personal legacy. 

Expressing healthcare preferences and wishes for the future; reflecting upon how we want to be remembered by family and friends; and exploring ways that our values can live on within the greater community after we are gone are key issues to address no matter your age, economic level, or marital status. No one has a crystal ball to see what will happen tomorrow, so the need to have key documents ready and plans in place are a constant.  

If you have been putting off creating a will, power of attorney, and healthcare directives, why not get started now?

The first step is to gather your thoughts as well as valuable documents to help create the most comprehensive plan you can. Our FREE "Survivors Guide: Take Time to Plan" Guide is the perfect tool to motivate you to get started. Download your copy now!
Plus, you are invited to invest an hour with our team and estate planning attorney Laura Bourne Burkhalter to get answers to all of your questions at our free seminar, “Estate Planning 101: From Legalities to Legacies” that will be presented on Thursday, June 14th, 6:30-8 p.m. at Miami Shores Brockway Memorial Library. Space is limited— reserve your seat now.

Related Articles:

Last week I got punched by the guy who came to fix my internet. And I was happy about it. Let me explain.

I was blaming my age for NOT being confident in technology – like the younger generation.

He told me I looked young – and asked me my age. I hesitated telling him – but then told him.

He punched me in the arm – Elaine-from-Seinfeld style. He claimed he didn’t believe me.

Note: If you don’t know who Elaine is from Seinfeld – then I am old enough to be your mother – or even grandmother.

The big reveal: I’m in my late fifties. There. I said it. Thankfully – I’m a young-looking and young-feeling 50-plus-something. Although it’s not by accident.

Treece Teaser:
Do you know what Florida city is best for living in on a fixed retirement income?

(Hint: It is NOT Miami)
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