Financial Planning

Why Plan?

Your “golden years” may be miles downstream, but you’ll be there before you know it. When you reach them, do you know where you’ll set that proverbial rocking chair? When you leave your working days behind, will your income stream continue to flow? Will that stream be steady, intermittent, or just a dry wash?

There’s no time like the present to prepare for your future. Articles and Links in this section are designed to help you do just that. The road to the “old boatmen’s home” calls for a strategy – of saving and investing, tax and estate planning, and possibly insuring. Taking time to create a plan will ease your mind, bring you more joy in the journey, and help insure you’ll be rocking that chair in the spot of your choice.

Roberta Motter

Note: The Whale Foundation encourages you to contact a professional; however, we cannot be responsible for advice received from or through this website.

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