The summer is over and there are personal financial matters to address.

–          Do you owe estimated taxes for 9-15? Plan accordingly.

–          Did you ever rebalance your 401-k or IRA accounts? Call your investment adviser.

–          Are you overdue in updating your will? Life events happen, changes may be  needed.

–          Have you reviewed your life insurance needs and coverage in the last 5 years? If not make an appointment.

–          Consider the same for Long Term Care and disability coverages.

–          When is the last time you shopped your auto insurance? Experts advise reviewing  once every 3 years.

–          If you are responsible for an aging parent or relative , consider all of the above on their behalf.


Have a great Holiday from the folks at Stephano Slack

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