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Schoolteachers and other government and nonprofit workers are often at the mercy of confusing contracts tied to arcane investments, sold by representatives who may not understand them.

Studies, including a five year one done with the support of the US government, have shown some pretty amazing benefits, including: lower blood pressure, increased self-esteem, less depression, lower stress levels, longer life, and greater happiness.

It’ Your Estate Quiz and Answers for the fall 2020 workshop session

WSJ – Your Money Matters: Getting Going – by Jonathan Clements

Is it time for the dreaded money, aging and death talk?

“IYE Week 1 – Quiz Questions” by Marty McNamara & Peter Kote

2020: ASK First Form filled out by Marty McNamara.

2020: ASK First Form filled out by Peter Kote.

“Tax Update” by Marty McNamara & Peter Kote

Having these conversations takes a lot of courage, they can help avoid surprises, lead to better financial planning and promote family harmony.