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Planning Your Legacy: How Estate Planning Supports Financial Wellness
January is Financial Wellness Month—a time to reflect on your financial goals and create a roadmap for long-term security. While budgeting, saving, and investing often take center stage during this time, estate planning is a crucial yet sometimes overlooked component of financial wellness. Incorporating estate planning into your financial strategy not only protects your assets but also ensures your loved ones are cared for in the future. Here’s why estate planning is essential for financial wellness and how you can get started.