Financial Assistant, Dani Hussung, discusses the importance of the family binder in this video series.
In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will sit down with financial advisors, accountants, and business service specialists to discuss hot topics and more. Our goal with this video series is to educate and provide resources that will help guide you along your financial journey. In this interview, Dani Hussung, Financial Assistant, will answer the frequently asked questions she receives from clients.
Family Binders – The Basics
In this video, Dani will walk you through…
• What the family binder is
• Why the family binder is impactful
• How often to update the family binder
Want to learn more? Here’s an additional resource for you…
What is a family binder?
Are you prepared for your loved ones, in the case of emergency or your passing, to deal with your affairs—without having to rummage through desk drawers to locate information? Being organized when an emergency strikes eases the burden for grieving family members and allows your affairs to be handled the way you intended. Click here to continue reading this blog.
Check back frequently on our blog, as we’re always producing new educational content to help you pursue your financial goals!
Or if you’d like to learn more about family binders and other related topics, check out our Financial Planning blogs where you can access these great resources. (Click here to read more.)
And as always, if you have any other questions, please contact us. (Click here for contact information.)