1-Is my estate plan up to date? 2- Have I named my beneficiaries properly? 3-Can I reduce my tax exposure? 4-What is my risk tolerance? 5-Do I know what I own and why? 6-What are my rates of return? 7-Is my investment plan current? 8-What about money is important to me? 9-If I had 5 years to live, what would I change? 10-What are my financial goals?
1-Do you know how much you save and spend?, 2-what is your net worth? (Season 1-episode 5), 3-am I borrowing money efficiently?, 4-how is my 401k/retirement strategy and plan?, 5-how is your emergency fund?, 6-what if something were to happen to me? (Season 1-episode 11), 7-do you have proper life insurance? (Season 2-episode 12), 8-Does long term care insurance make sense?, 9-If money were no object...? AND 10-what are 10 most important things you want to accomplish on earth?
“Time in the market is more important than timing in the market”“79% of millionaires studied identified their company sponsored retirement plan as the KEY wealth building tool”join us at www.elliottwealth.com
Short term-Steps to Take, Locate documents and records, tracking and filing, settle estate and taxes, apply for benefits, update account names, re-evaluate short term expenses, AVOID HASTY DECISIONS. Moving Ahead: The BIG picture.
Tell me about your phrase “Known, Liked, and Trusted”. OriginationImportance todayChallenges today given technologyPlease share techniques to become more known, more liked, and more trustedWhat is thought leadership and why is it important?What are the top 5 thought leadership best practices a day?
When reviewing the current environment for interest rates, almost all analysts are in agreement that they will continue to rise in the future. Short term interest rates, which in recent years were at historically low levels, have already risen. The Federal Reserve has already increased rates once this year, and at the end of a 2-day policy meeting, on May 2, the Federal Reserve decided unanimously to hold interest rates steady at the target range of 1.5 to 1.75%. Their notes said this...