Wes Moss: How to tell your life story — and secrets

From Atlanta Blogs News Source: http://blogs.ajc.com/atlanta-bargain-hunter/2013/01/14/wes-moss-how-to-tell-your-life-story-and-secrets/?cxntfid=blogs_atlanta_bargain_hunter

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Certified financial planner Wes Moss provides personal finance advice and accessible investment strategies. His guest post appears here weekly. Wes Moss hosts ‘Money Matters’ Sunday mornings on AM750 and 95.5FM News/Talk WSB. Most of us make grocery lists and weekend to-do lists. Many of us have recently written down our New Year’s resolutions. But too few of us make what is likely the most important list of our lives. At our office, we call it a “life book,” giving it the gravitas it deserves. When we mention it to clients, they’re often flabbergasted they haven’t created something so easy and essential. My partner in my firm , Mitch Reiner, was on CNN recently, discussing four financial must-dos for 2013 . Number two on his list was creating a life book. It’s a notebook — or just a piece of paper – that contains pertinent information a loved one would need to know to take care of you (or your family) in case of a serious accident, illness, emergency or death. To see the value ?



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