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Life Goes on Roadmap Co-Founders Nancy Juetten and Steve Juetten — a CERTIFIED FINANCIAL PLANNER Professional — share 5 personal finance blind spots that get families in trouble when the rubber meets the road in life via a content rich webinar that can be viewed anytime and anywhere. Continue reading
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Bellingham, Washington, Jun 10, 2019 /prREACH/ -- Life Goes on Roadmap Co-Founders Nancy Juetten and Steve Juetten — a CERTIFIED FINANCIAL PLANNER Professional — share 5 personal finance blind spots that get families in trouble when the rubber meets the road in life via a content rich webinar that can be viewed anytime and anywhere.
The Juetten duo supports families in getting their personal finances organized so they can take control and drive their lives forward in the event of any of the Big D’s — disease, disability, diminished mental capacity, divorce, dis-empowerment, or death. They want couples and families to get on equal footing for those occasions when life serves up a bump in the road.
“Many people fear leaving a big mess for their family to clean up later, should something random or crazy happen to them. Life Goes on Roadmap solves this problem in an engaging, empowering, and practical way,” Juetten says.
Among the top mistakes families make are as follows:
- No central safe place to save information.
- Missing key information.
- Not keeping information current.
- Keeping family members in the dark or choosing to stay there.
- Not making time and paying the consequences.
“It’s striking to see how many women we hear from who tell us that they are managing the finances and their husbands are reluctant to get involved,” Juetten said. “We want couples to gain equal access, power and control so either can step up when it counts,” she said.
“‘Head in the Sand-Itus’ can have serious consequences when a spouse dies unexpectedly and leaves the other spouse dis-empowered to manage the day to day details of life like bill paying, turning off the water, power and gas in an emergency, knowing where to find the passports, and even how to access and manage investment accounts. It’s a serious problem that causes families a lot of drama, trauma and chaos at the worst possible times,” Nancy Juetten says.
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