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How I started my estate and end-of-life planning

Consumer alerts

How I started my estate and end-of-life planning

Until recently, I did not have estate and end-of-life planning in mind, but it was the natural next step in my quest to be a responsible adult, with a nudge from the existential threat of the COVID-19 pandemic.

Resources I used to prepare my advance directive

Consumer alerts

Resources I used to prepare my advance directive

Advance directives are legal instructions that include a living will (different from a regular will) and a health care proxy. In them, you state what treatments you do or don’t want at the end of your life and who you want making health care decisions for you if you can’t. 

How I’m supercharging my savings with socially responsible investing (SRI)

Consumer alerts

How I’m supercharging my savings with socially responsible investing (SRI)

Getting my finances in order has been a work in progress over several years, starting with tackling credit card debt, paying off my car loan and then building an emergency fund.  After clearing those hurdles, I set more defined financial goals and plans in motion this year, including automatic deposits into new investment accounts.

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