Do you have a financial legacy plan that accurately reflects your values and priorities? Click here to complete the worksheet Designing Your Financial Legacy that will help you assess whether your personal resources are being directed to the charities, causes, and/or individuals that are most important to you.

Here are just a few examples of the kinds of financial questions that we stand ready to help you with:  

  • Am I making the best use of my assets?
  • Will I outlive my assets?
  • Is a Continuing Care Retirement Community (CCRC) right for me?
  • If something happens to me, will my loved ones be okay?
  • What’s the best way to help my children and/or grandchildren?
  • How should I preserve my legacy?

Find Out if You’re on Track