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Which financial tasks do you keep putting off?

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Benjamin Benavidez
Benjamin Benavidez
3 days ago

Everything that’s been mentioned in the comments!

SCao
SCao
5 days ago

Creating a will.

Rick Connor
Rick Connor
7 days ago

Long term care insurance is a topic I want to research and decide if it is right for my wife and me. One other, I have a left over HSA form my employer. The account is not great in terms of fees and investment options. I’ve been meaning to convert to a better plan (likely Fidelity) but haven’t completed it yet.

David Stahl
David Stahl
7 days ago

Estate and LTC planning

Catherine
Catherine
8 days ago

I have a few small accounts to close, leftovers from way back… just have had a hard time getting to that task, not urgent, not particularly important, but being rid of them simplifies my financial house. My latest impetus is to use these to pay this fall’s college tuition for my kids.

Ben Rodriguez
Ben Rodriguez
8 days ago

Creating my letter of last instructions (per Jonathan’s excellent suggestion). Then again, I’m only 41, so I hope to have more time to work on it.

Mike Zaccardi
Mike Zaccardi
8 days ago

Putting cash to work in the market and establishing a will. I always think “oh, next weekend I’ll do that” then I don’t for some reason. I’m normally good at knocking out tasks, but these have been challenging recently.

Jim Wasserman
Jim Wasserman
8 days ago

I have a will, living trust, power of attorney, etc., but have not made any funeral arrangements or pre-planned anything. Then again, like Yossarian, I plan to live forever or die in the attempt.

Edwin Belen
Edwin Belen
2 days ago
Reply to  Jim Wasserman

Jim, having managed my father in law’s funeral, it’s something I’m thinking a lot about for my mother in law and then for me and my wife. There are so many things to process and my belief is that the more that is done, the easier for those left behind.

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