The Wise Investor Show

On this week’s show, The Wise Investor Group discussed eight(8) financial decisions to make to help you sleep better at night. 1) Make sure financial plan is current and congruent with your goals 2) Make sure your asset allocation is congruent with your financial plan 3) Reassess your life insurance policies and determine if they serving the purpose you wanted them to 4) Hold the right amount of cash 5) Make sure your holdings are simple and understandable 6) If you have a trust, make sure you have a corporate trustee as a backstop to all of your other successor trustees 7) Name beneficiaries where you have beneficiary designation opportunities, such as with IRAs, 401(k)s, Annuities, Life Insurance Policies, and POD/TOD accounts 8) Obtain Umbrella liability insurance To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.