Maybe you’re concerned that you’ve put off creating an estate plan. Or perhaps you are closing in on retirement, and you’re worried you haven’t saved enough. Maybe you’re in retirement, and you’re not sure how long your savings will last.
“In one form or another, most of the members I meet with have fears about at least one of these items,” says Jim Liddle, vice president, trust officer at First Community Trust. “I believe these fears are so common, because we all face them, and reviewing or discussing them is easy to procrastinate.”
Don’t lose sleep over financial worries. Dupaco can help get you where you need to go: