Financial jargon can be complex, to the extreme that we often avoid the topic in daily life. But the time will come when we’ll need to make some smart money choices for ourselves and our families.

At some point, we’ll need to…

– Discuss personal finances and donations to charity with our family

– Decide how and/or whether to hire a financial planner

– Determine our legacy through living wills, planning an estate and choosing our beneficiaries