The LEARNING library

Where Are You Now?

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