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Episode Show Notes:
Let’s talk about some of the areas of your financial life where disaster might be right around the corner.
For instance, maybe you haven’t gotten your legal documents in place at all. Maybe you did it so long ago that they sorely need updating. Maybe you did it in another state and you need to update for your current state of residence. Maybe you have a will, but lack something else that you need, like a durable power of attorney.
Too many people are walking around with no documents, or documents that are in desperate need of an update. Don’t let this be you. As always, if you have questions about retirement or investing, feel free to reach out to us for help.
Here is some of what we’ll discuss on today’s show:
- Out of date legal documents (0:39)
- Tax time bombs (8:54)
- The classic 60/40 portfolio (15:59)
Listen to more of our conversation in the podcast or reach out to us to talk about your financial situation and goals.
Other Resources:
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Call 336-448-1086 for a complimentary financial review.
Ask Craig & Jennifer a question by emailing: info@maestrowealth.com
