KT

Joy said, Hi, Miss Susie.

I'm 48 years old with cerebral palsy and I lost my dad in June.

He was good to me in every way.

And I never worried about finances because he supplemented my income all the time.

I never pressured him to do it and he always said that is why he did because I never asked and he wouldn't let me say no.

Now he is gone and I realize how I didn't prepare.

I am not where I need to be in retirement, but thanks to you, I am now maxing out on my employer match and

I need your help though, convincing my mom how important it is to have a trust and a will.

She thinks it's not necessary because she has my name on all of her accounts.

Mom is 75.

We're caring ready for this for my 97 year old grandmother.

Help me to get her understand the importance of a will and trust.

So there you go.

And then she wrote in brackets at the end of this, she said, my mom trusts what you say, Susie.

Please help me to get her to do a will and a trust.

So tell Mama Hall, Joy's mom, to just do it, Susie.

It's really easy.

So Susie, this is a question that came in from one of our Alliant customers.

She said, I've been a client of Alliant for years now and I love them.

My monthly expenses are $10,000 a month.