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How do you compare to other Plan It users? (There’s no right or wrong answer)

What steps have you taken to help surviving family members if you should become incapacitated or die unexpectedly?

I've done nothing—no will, no advance directives, and no estate planning whatsoever—but I intend to, soon.

I have a will, but no advance directives.

I have advance directives, but no will.

I have an up-to-date will, advance directives stating end-of-life wishes, and an organized file system so my loved ones can find important papers.

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So Much to Plan for in Retirement, So Little Time

This cliff-hanger episode of PreRetiree Lane will leave you breathless, starting with a flirtatious exchange between financial planner Austin Bryant and Mercedes, followed by a slam-the-door shouting match between Stu and Marta. The real jaw-dropper, though, is the last scene—a phone call that no one expects nor wants to believe is true.

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Read Preretiree Lane Episode 4: The Best Laid Plans…are Necessary to Plan for Retirement

Read Preretiree Lane Episode 3: A Little Help from Your Friends with Retirement Planning

Read Preretiree Lane Episode 2: Just the Facts, Ma’am…Gathering your Financial Information

Read Preretiree Lane Episode 1: Meet the Neighbors

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