What is your plan??

I have been working on goals and planning for next year. Open enrollment for our health insurance started this week and it is interesting to me that we don’t spend much time planning the rest of our lives but we’ll spend months planning a week long vacation.

This article shares some interesting things about planning and Beneficiary Designations for the life insurance, retirement accounts and a bunch of other things so check it out when you have a minute.

Thanks for spending a little time with me and call me if I can help you with anything. It’s why I’m here.

Jerry Robertson
678-310-7325 (that’s my new Google Voice number)