Well, we made it through 2020 and now through the first quarter of 2021!  Yippee!!!  We are well on our way to getting the country vaccinated and, hopefully, squashing COVID-19 like a bug.  In the meantime, we will keep wearing masks and continue to get our temperatures checked to keep everyone safe along the way.

That said, it may be a time for “temperature check” of your finances.  Why not!?!?  You, the world, and your finances have been through a lot in the last year.  Many, many things have changed.  Let’s use 2021 to be proactive, take control, and address symptoms before they take a turn for the worse.  Let’s be prepared.

How confident are you in …

• Your life insurance coverage?
• Your financial plan?
• Your portfolio’s ability to mitigate risk and keep up with inflation?
• Your tax management strategies?
• Your estate documents?

Congratulations if your confidence level is at 98.6!  If not and you would like a temperature check, Virtus Wealth Management is here to help.  We partner with our clients to proactively take charge, set goals, create a plan, and work together to implement it.  Let us use our experience to help you adjust for 2021.