These Basic Life-Planning Tools Can Ease Your Money and Retirement Worries

    | January 10, 2020

     

    Where there’s a will — plus a financial plan, advance directive, and power of attorney — there’s a way.

    While facilitating a life-planning workshop in Portland, Ore. last summer, I asked for a show of hands: How many of you have a will? How many have a power of attorney document? An advance directive? What about a financial plan?

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