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.