Most consumers know by now the importance of having a will, even if they have little money. However, there is one important thing consumers still forget: their retirement products.
Which is why it is important to make retirement planning and estate planning a part of your holistic financial plan.
Estate planning and retirement planning are rarely discussed in the same breath, Mariska Redelinghuys, legal specialist for advice at PSG Wealth, says. This happens because they focus on different life stages and are therefore thought of as separate aspects of financial planning.
