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INSIDE
1
A Vacation Note From Julie
2
The Secret to Successful Retirement Budgeting!
3
Do You Know How Much Money You’re Spending?
4
A Comedian’s Heartwarming Will
SOLUTION
Comedian Jack Benny Made a Romantic Request Advisory services are offered through Landmark Wealth Management Inc, dba McBeath Financial Group, an Illinois Registered Investment Advisor firm. Insurance products and services are offered through McBeath Tax and Financial Services, LLC. McBeath Financial Group and McBeath Tax and Financial Services, LLC are affiliated. All content of this newsletter is for informational purposes only. Opinions expressed herein are solely those of McBeath Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Copyright 2021 McBeath Financial Group.
HOW HE ENSURED HIS WIFE’S HAPPINESS
The idea of creating a will can seem grim for many. We don’t want to ponder our passing and the effect it will have on our loved ones. Our distaste for estate planning is evident, too — only 33% of U.S. adults have a will. Yet, what if we saw estate planning as an opportunity to send a final affectionate message after our departure? That’s exactly what Jack Benny, an iconic radio and television comedian, did for his wife after he passed away. Both starred in the quintessential radio program “The Jack
mourning the loss of her husband, she was shocked to discover one final romantic gesture from Benny. Livingstone shared the loving gift with the world in a magazine article dedicated to his life and legacy. “Every day since Jack has gone, the florist has delivered one long-stemmed red rose to my home,” Mary Livingstone wrote. “I learned Jack actually had included a provision for the flowers in his will. One red rose to be delivered to me every day for the rest of my life.” Rain or shine, Livingstone was delivered a red rose sent from her late husband until her death nine years later. The loving husband and famous entertainer proves that wills don’t have to be daunting documents; they can be one last way to leave a kind gesture behind. You could also shock your family by leaving your estate to your favorite furry friend! Whatever route you take, a will is sure to maintain your spirit and estate.
Benny Program” from 1932 to 1965, and the couple was known for their comical disputes and banter. However, his wife, Mary Livingstone,
would later confirm that her kind husband was far different from the penny-pinching naysayer he played in his show. For decades, the duo became a must-listen act on countless home radios. Sadly, Benny passed away in 1974 at the age of 80. While his wife was
4 McBeathFinancialGroup.com
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