Perhaps your concerned about the cost of health insurance in 2017. If you had an ACA policy with Blue Cross Blue Shield in TN, you’ve been shopping for other options. Perhaps even eyeing paying the penalty rather than a steep premium.
You could be in the midst of dealing with the loss of a loved one and having deal with probating assets, finding legal documents and paying bills. You might be confused on how and when to begin taking your Social Security benefits. Seminars and web searches can make the matter even more confusing. With the holidays upon us, you may be longing to stop the spending frenzy and make a commitment to get out of debt and allow you to retire sooner rather than later.
Maybe you need encouragement and validation of your decision to retire in 2017, but some uncertainty prevents you from making that decision. You may be worried about your grown children and their inability to act responsibly with their finances. Or maybe you don’t know where to begin. You’ve accumulated assets for the past 25 years, but don’t know what you have, what you spend or what to do. You want to be charitable to your church, but didn’t realize that you could give your RMD from your IRA as a gift.
These are all real problems that we’ve helped our clients solve in the past month. Our role as a wealth management firm is to assist our clients at all times, in all matters. That encompasses all aspects of your financial life, not just the management of your assets or the filing of your taxes. We can work with any investor regardless of the number of assets you have.
The questions that keep you up at night may differ with the seasons, but who you seek counsel to answer them should not. Don’t spend time worrying when you should be living.
Our phone lines are open. Just give us a call.