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One of the most important decisions that you will make during your lifetime is finding a wealth management firm to help you with financial planning and investment management. Your wealth wasn’t built overnight; the decision about who will best position you to work toward your goals and plan for risks along the way is critical. You will want to use a disciplined process to find someone with whom you can work for many years. Finding the right firm may take more time, but the investment of time will be well worth it in terms knowing you made the right choice.

One of the most important decisions that you will make during your lifetime is finding a wealth management firm to help you with financial planning and investment management. Your wealth wasn’t built overnight; the decision about who will best position you to work toward your goals and plan for risks along the way is critical. You will want to use a disciplined process to find someone with whom you can work for many years. Finding the right firm may take more time, but the investment of time will be well worth it in terms knowing you made the right choice.

Do you know how much you spend each month?

Many people don’t. Here is why this is important. In a time of crisis, you will want to have as much cash as possible. Knowing where to cut expenses so that you can generate cash is key. You may experience a reduction in pay, you may lose your job, or you may be in retirement and want to reduce spending in order to lower withdrawals from your investment accounts when values are down.

Use this handy spreadsheet to help you see where all of the money is going.

Nobody wants to fly west.  But it will happen.  The final checkride.  Did you prepare?  Use this checklist to help your family navigate your passing.

More than most years, it’s hard to look ahead to the next year, to 2021, without looking back at 2020. A global pandemic, a massive economic collapse, a bear market, a surprisingly sharp reversal, a hotly contested election where passions ran high, the impact of lockdowns—it was an unusual year of extraordinary challenges. In 2021 it’s time to restart the engines, but things are going to look different, feel different.

The must-have Financial QRH for Pilots (50+) Approaching Retirement

This Download is coming soon!