Friday Live 3/15 [Video]

Happy St. Patrick’s Weekend, let’s go towards that pot o’ gold!
Short Term
Power of Attorney v. Conservatorship
What’s the difference?
Long Term
Life Insurance
-Emergency
-Education
-Business
-Wedding
-Home
-Medical/Long Term Care
-Retirement
To-Do
Suze Orman 8 Tests of Financial Strength
1. Do I have eight-month emergency savings fund separate from my checking or other bank accounts?
2.Do I have an expensive auto lease or loan payment?
3. Do I pay all my credit card bills in full each month?
4. Am I contributing at least 10% of my gross salary to a retirement plan?
5. Do I have a long-term asset allocation plan for my retirement investments?
6. Do I have term life insurance to provide protection to those who are dependent on my income?
7. Do I have a will, a trust, an advance directive (living will), and have I appointed someone to be my health care proxy?
8. Have I checked all the beneficiaries of every investment account and insurance policy within the past year?