Annoying Adult Tasks

Would you like to receive exactly one email per month containing a helpful financial planning nudge?

View archived tasks here.

And just what is an "annoying adult task?" Simply put, it's an attempt to give clients a single, actionable financial planning task to do each month. These are tasks that only clients can do, like updating account beneficiaries, considering their estate planning wishes, tabulating annual spending, among many others. They're simple reminders, they're repetitive, and that's the point.