Estate planning can sometimes come across as a section of planning that is completed later in life after retirement has begun and “it’s time” to start thinking of life’s next stage. Au contraire, estate planning is a part of one’s portfolio that deserves equal attention pre and post the date of retirement. The time is now! As net worth, investments, personal property, real estate, relationships, and other intrinsic items change in status, value, and possession over the years, it is important to consistently update (or begin creating) your estate planning documents.

Below are some introductory terms for those stepping into the estate planning process

I've decided to step outside my comfort zone this week and share the top six financial planning lessons I've learned in the past six months.

1. Comparing is Dangerous

2. A Spoonful of Medicine

3. Too Much On Your Plate

4. The Benefits of Confidence

5. Coaching a Coach

6. Asking for Help