Last Minute

From the desk of Lori Aufderhar, Summit’s Director of Operations/Retirement Coach:

Don’t wait until the last minute. I’m not talking about holiday shopping.

In our industry I sometimes see people waiting until the last minute to meet a deadline. Especially the end of the year deadlines or tax season deadlines. Staff will give best efforts to accomplish requests, yet why wait until last minute and take the chance of what you want done not happening in time?

Urgent things are seldom important, and important things are seldom urgent. We all know that.

There are those things that have no deadline yet are extremely important to have in place. Think about this during the holiday season:  Do you have a current will in place? Healthcare directives? Power of attorney documents? Are trusts in place? What about life insurance? Do you have adequate coverage?

Don’t wait – as we know, “someday” never comes. Do it before it’s too late.

Think about visiting family over the holidays with the gift of peace of mind, by creating these legal documents to cover you and yours in case something happens and letting them know it’s in place.

As busy as it is with the end of the year and holidays, why not consider adding these extra tasks to your list? Don’t let your busy schedule take priority over these important tasks. You can then enjoy peace of mind as well as the holiday festivities. Happy Holidays!




Important Disclosures: Summit Investment Advisors and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.
Securities offered through LPL Financial, member FINRA/SIPC, Investment Advice offered through Summit Investment Advisory Services, a Registered Investment Advisor, Summit Investment Advisory Services and Summit Investment Advisors are separate entities from LPL Financial.

2018-12-03T11:37:49+00:00By |Categories: Retirement Coaching|