Cleaning Your Financial House:
4/23/2009
With all the recent market volatility, one of your priorities should be to re-evaluate your financial goals and make any necessary adjustments. Many people find that the holidays are a good time to recommit to their life plans. Here are a few items for your list.
1. Is my estate plan (wills, trusts and beneficiaries) current?
Is my estate plan (wills, trusts and beneficiaries) current?
2. Am I on-target with my funding for retirement, large expenditures and charitable gifts?
Am I on-target with my funding for retirement, large expenditures and charitable gifts?
3. Am I on-plan regarding my debts?
Am I on-plan regarding my debts?
4. Have I completed my ’08 tax plan before it’s too late?
Have I completed my ’08 tax plan before it’s too late?
5. Have I properly addressed all the major risks (liability and healthcare) that could permanently derail my plan?
Have I properly addressed all the major risks (liability and healthcare) that could permanently derail my plan?
6. Has my investment risk tolerance changed?
Has my investment risk tolerance changed?
7. Do I have a comprehensive financial plan that pulls everything together so that I can see the complete picture? Does it give me ongoing feedback? If not, talk to your Carson Wealth advisor.
Do I have a comprehensive financial plan that pulls everything together so that I can see the complete picture? Does it give me ongoing feedback? If not, talk to your Carson Wealth advisor.
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