Is Your Financial “House” in Order?

While no one can fully prepare for every circumstance life brings, we should all periodically review our financial plan to make sure that our families are protected.  Here are several questions you should ask yourself to ensure you have taken the necessary precautions in the event something unforeseen should happen:

• Does your spouse and/or children know where your important financial and estate documents are located?

• Does your family know how to contact your professional advisors?

• Are your spouse and/or children protected in the event of your death or disability?

• Do you have adequate short-term/emergency savings?

• Are your investments allocated to suit your risk tolerance and achieve your long-term financial goals?

• Can you afford your child's college education expenses?

• Do you need and can you afford long-term care insurance?

• Can your assets support an extended retirement?

If you are overwhelmed or unsure of the answers to the questions above - we can provide you with direction.  Let us help you get your financial house in order and give you the confidence to face life's uncertainties. You owe it to yourself and your family to make sure you are as prepared as you can be to face all of life’s transitions.