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Wisdom Financial Planning
Wisdom Financial Planning
About
Our Team
Contact Us
Services
Retirement
Investment
Tax
Estate
Insurance
Pricing
Our Process
Resources
FAQ
Articles
Contact Us
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Estate Planning 101: What Every Couple Over 50 Needs to Know
Estate Planning John Boyer 4/21/25 Estate Planning John Boyer 4/21/25

Estate Planning 101: What Every Couple Over 50 Needs to Know

When you're in your 50s and 60s, estate planning becomes more than just "something you’ll get to eventually." It’s an act of love, a legacy move, and a critical piece of your overall financial wellness. Yet so many couples put it off, unsure where to begin or thinking it's only for the ultra-wealthy.

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1304 S. DeSoto Ave. #101 Tampa, FL 33606 (813) 254-9500

Wisdom Financial Planning (Wisdom FP) is a DBA of John Boyer, Inc. a Registered Investment Advisor.

Fee‐based advisory services offered through John Boyer, Inc, a Registered Investment Advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.