{"id":119421,"date":"2025-08-04T23:46:11","date_gmt":"2025-08-04T23:46:11","guid":{"rendered":"https:\/\/www.europesays.com\/us\/119421\/"},"modified":"2025-08-04T23:46:11","modified_gmt":"2025-08-04T23:46:11","slug":"start-or-fix-your-estate-plan-and-head-into-the-future-with-confidence","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/119421\/","title":{"rendered":"Start or fix your estate plan and head into the future with confidence"},"content":{"rendered":"

PHOENIX \u2013 Retirement can feel far away for most Americans, but having an estate plan and improving financial literacy can help that far away dream become reality.<\/p>\n

Most people think retirement planning is just about collecting Social Security and maybe opening a 401(k) or IRA.<\/p>\n

Estate planning goes further than that, protecting generational wealth and making sure your family is in good hands in case something were to happen.<\/p>\n

\u201cSeventy percent of Americans have zero estate plan,\u201d said Matt Dages, president and founder of Bright Wealth Management.<\/p>\n

He said most people over 50 should get a second opinion about their retirement plans.<\/p>\n

Bright Wealth Management has the tools to help people understand risk-adjusted returns and risk mitigation.<\/p>\n

\u201cRisk mitigation is the name of the game,\u201d Dages says.<\/p>\n

Creating an estate plan<\/p>\n

Having a comprehensive estate plan and having a legacy to pass down is more than just having a will, trust, 401(k) or IRA.<\/p>\n

Planning for taxes, investment management and analyzing the overall needs of your family are all elements to consider when you\u2019re putting together a full estate plan.<\/p>\n

\u201cUnfortunately, wills can be contested,\u201d Dages said. \u201cYou can also end up in probate court, and you can tear apart families.\u201d<\/p>\n

Bright Wealth Management<\/a> provides comprehensive services \u2014 not just wills, trusts and retirement account advice.<\/p>\n

Accessing tools to create a proper estate plan<\/p>\n

The company has tools like its Bright Legacy Quiz, a free assessment that provides individuals with a personalized snapshot of their estate planning readiness.<\/p>\n

They also provide a free written financial plan and tax plan for every first-time customer.<\/p>\n

\u201cWe\u2019ll look at some of the fees that you\u2019re paying. We\u2019ll look at some of the opportunities you can fix,\u201d Dages said.<\/p>\n

Utilizing tools like this<\/a> allows individuals to prepare for what is ahead and allows them to reap the benefits of today.<\/p>\n

Receive a free consultation<\/a> or call 833-777-4296 for more information.<\/p>\n

The Bright Wealth Management Show with Matt Dages airs Saturdays from 1 p.m. to 2 p.m. and Sundays from 3 p.m. to 4 p.m. on KTAR News 92.3 FM.<\/p>\n

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