Covestor’s Advisory Board Chair Kimberly Clouse (pictured at right) was recently a guest on Jay Cruz’s News at 7 finance show. On the show, embedded for you to listen to below, Kimberly discusses the importance of defining your ‘money milestones’ – and keeping them updated throughout your life.
For example, even if you’re responsible enough to write out a will and estate plan, if you move across the country you’ll need to update those documents to reflect the laws in your new state. And you need to keep up with the latest changes to 401k rules to have the best chance of funding your retirement.
More on ‘money milestones’ with Kimberly here: