Robert Brokamp
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They don't know where to find any of the estate planning documents, what bills need to be paid, where any accounts are, or how to access them.
I know estate planning isn't the merriest of topics for the holidays, but take the time to talk with the people you expect to take over and fulfill your financial wishes if something happens to you.
And if you expect to be fulfilling that role for someone else, encourage them to get an updated estate plan, which should include all the important information about all their finances and find out where to find it if you need it.
And on that cherry note, that's the show for this week.
Thanks for spending part of your weekend with us.
And thanks to Bart Shannon, the engineer for this episode.
As always, people on the program may have interest in the investments they talk about, and The Motley Fool may have formal recommendations for or against.
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I'm Robert Brokamp.
Full on, everybody.
making the most of Medicare, and happy three-year anniversary to the bull market.
That and much more on this Saturday personal finance edition of Motley Fool Money.
I'm Robert Brokamp, and this week I speak with Richard Chan of CoverWrite about Medicare basics, as well as how to choose the right options for you during the current open enrollment period.
But first, let's cover what happened last week in money, and we have a birthday to celebrate.
The current bull market turned three years old on Monday.
The S&P 500 reached a low of 3,577 on October 12, 2022, and then the current bull market began.
Over the past three years, the S&P 500 has posted a total return of 90%, while the Nasdaq has soared 118%, according to YCharts, as of October 15th.