Where Are You Now?

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Times of crisis are extremely stressful. They can either shut us down or spring us into action. If you’re struggling with springing into action, we have a show full of action steps. We hope that it gets you fired up about your financial health even as our reality changes weekly.

Here’s your financial inventory checklist:

o Compare your portfolio to the stock market. Did you do the same, better or worse? Now would be a good time to evaluate your risk tolerance for the future

o Have you reevaluated your will or trust with an attorney?

o Double check your beneficiaries on all your financial/investment accounts

o Reassess your emergency funds. If you need more than what you’ve saved, what other accounts can you draw from?

o Consider pushing back your retirement date – those who pivot plans easily tend to do better in the long run