Financial Planning…Disaster or Prepared.

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Financial Planning…Disaster or Prepared.

Financial Planning…Disaster or Prepared.

ric dalberri, Founder; RetirementUSA.com

Building an Emergency Savings Fund

Planning for a More Serious Tragedy

Reexamine your life insurance coverage levels

Reexamine your disability income coverage levels.

Make sure that both you and your spouse’s last will and testaments are up to date

Draft a living will and a power of attorney for you and your spouse

Include both spouses’ names on assets

Make sure both spouses have access to all online financial account user names and passwords.