The Best Time to Organize Your Finances

It's been said that "the best time to plant a tree was 20 years ago. The second best time is now." The same could be said about organizing your finances. It's better to get organized now, not after losing a loved one. . . . The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.