Preparedness Benefits For Peace Of Mind | Will and a Way

Preparedness Benefits For Peace Of Mind

Organizing, Planning |

How Many Jobs Have You Had?

Many of you have worked for at least five employers in your career.  Are there any old retirement funds you may have forgotten about? Don’t leave anything on the table. Approximately 20% of all the money US workers have in retirement accounts is in old plans that were left behind and amounts to roughly 1.35 trillion dollars according to a 2021 study “the true cost of forgotten 401K accounts” by Capitalize.

What else could you have forgotten about?

Where are the details of your messy life in case of your disability or a disaster (fire, flood, and hurricane come to mind) and even in the event of your untimely death. Who will pick up the pieces?

Will And A Way makes it easy for you to organize your life in one place.  

You choose a personal representative and share your password with them.  You make the important decisions that are not included in your will or trust which can be rather vague when it comes down to the details. 

Where there is a will, there is a relative. This is how you create peace of mind for you and peace in the family.

Talk to your HR department today about offering as a preparedness benefit for your health and safety, you will be glad you did.

What is the most important thing you did today? Setting up your account should be at the top of your list.

Hope for the best but plan for the worst………


This could be the most important thing you do today and you will thank us later.

Information shared here is not to be taken as legal or financial advice. Suggestions and resources are presented for your consideration and may or may not apply to your personal situation. Please consult your advisers.




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