Filling In The Gaps · Fearless & Funded

Filling In The Gaps

I haven't posted in a while because I've been busy working on filling in the gaps in our financial plan: Updating our life insurance policies to include a LTC option that meets our needs without breaking the bank, finally deciding on which pension option is best for me, determining when I will be taking social security, and working on our trust. There are so many things to consider when building wealth. Just want to remind you that as you build weath you also need to protect that wealth. I've challenged many of the things that were presented to me as financial planning options because they don't align with my goals. I've learned so much.

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