Money Steps to Take Before Your 40th Birthday

As we get older, our money responsibilities often increase. Tim Maurer weighs in with an important financial planning step to take prior to reaching your 40th birthday: Draft a solid estate plan and write a will.

 

 

 

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Tim Maurer, CFP®

Tim Maurer, CFP®, is a Wealth Advisor at Buckingham and also serves as our Director of Personal Finance. Tim’s second book, co-authored with best-selling author, Jim Stovall, is The Ultimate Financial Plan: Balancing Your Money and Life. He is a CNBC contributor and also writes weekly for Forbes.com. He is a graduate of Towson University.

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