The Presidential Debate and Your Money

The recent Presidential Debate has left many Americans feeling anxious and fearful. Here are three ways to reduce anxiety and feel more confident about your future.

1. Periodically review your portfolio. Make sure you're on target for your goals. Markets change and so does risk. Is your portfolio aligned with your time frame and risk tolerance? Review and adjust accordingly.

2. How uncertain is the political environment? Position and plan for the current and future tax environment. Tax structure can change rapidly in times of political change. Are you maximizing your tax deferred accounts?

3. Have you reviewed your estate plan lately? Life events occur and should be analyzed accordingly. Will the Death Tax affect your estate?

Being proactive with your financial future will keep you cool and calm during political turbulence. Review your portfolio. Are you maximizing your tax deferred accounts and updating your estate plan? Order can be created from chaos if planned correctly. Contact us today if you or your loved ones need help.