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Recent Posts
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

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How to Avoid Financial Procrastination

April 24, 2018

Far too many Americans have put off appropriate financial planning and this means that they find themselves in the midst of a financial planning catastrophe when it is too late to take many steps to protect yourself. Thankfully, there are ways to avoid financial procrastination and these can be greatly assisted along by scheduling a consultation with an experienced estate planning attorney and financial advisor. A new study by Career Builder found that nearly eight out of ten Americans live paycheck to paycheck. If you want to remove yourself from the common challenges faced by people in this situation, you need to recognize that missed financial opportunities abound. avoid financial stress with the right lawer

You know you need to take action and you may plan on taking action someday, but without putting a plan in place, you’re simply procrastinating. Many people assume that they won’t fall subject to any of the most common issues that could put them in need of immediate financial help. Some of the most common mistakes that you can make that could cause you to become a financial procrastinator include:

  •   Paying only the minimum on your credit card.
  •   Not having emergency savings.
  •   Ignoring estate planning basics such as setting aside time to put together critical documents for while you’re still alive and after you pass away.
  •   Not getting serious about retirement, including ignoring the most beneficial retirement planning opportunities.

Setting aside a time to consult with an experienced estate planning professional and other financial advisors is strongly recommended.


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more