Now that the markets and economy has stabilized and estate sizes may have changed, as well as the...
Temperature Check!
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.
