The Wise Investor Show

On this week’s show, The Wise Investor Group pulls back the curtain to disclose those areas WIG financial planners deem are important to understand and discuss with clients. Retirement analysis, Social Security, Health Insurance/Medicare, Tax Planning for Roth Conversion Opportunities, Capitals Gains planning, Standard Deduction and Charitable Giving (Qualified Charitable Distribution); Stress testing the Retirement Analysis for Death, Disability, Liability and LTC; Estate Planning: Wills, Trusts, Titling, Beneficiaries, Successor Trustees and Qualitative analysis; Family/Life Balance: Asking about kids and offering to help them, Missing out on anything or anything you're not doing? They also talk about feedback from clients on how they are doing and if the contact is enough. To reach Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.