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The first of the New Year is a time of lists and resolutions so, in keeping with that tradition, here are some additional ideas from Sandy Wealth Management, Inc.
1. Review or make your will along with any changes to your advanced medical directive.
2. Review all life insurance policies, annuities, 401Ks and other retirement programs for current beneficiary information.
3. If you have a Traditional IRA meet with your financial representative and tax professional to determine whether conversion to a Roth IRA would be in your best interest.
4. Review or establish your short and long term financial strategy. Measure its performance and make any changes necessary to make certain it will provide for your financial security. If you're not certain, work with a Financial Adviser to determine what you really need in investable assets in order to retire.
5. Discuss Long Term Care coverage with your Financial Adviser.
6. Consider establishing a 529 Plan for the benefit of your school age relatives.
7. Review your Life Insurance coverage.
8. Take advantage of the knowledge possessed by your legal, financial and tax professional.
Best wishes for a healthy and prosperous 2010.
For a complimentary, no obligation review of your financial situation, you may call Sandy Wealth Management, Inc., at 352-867-5005, to schedule an appointment in Dunnellon or Ocala.
Richard M. Sandy
Registered Representative
Genworth Financial Securities Corp
Ins Lisc # E078647
Investment Adviser Representative
Genworth Financial Advisers Corp
704 SW 3rd Ave
Ocala, FL 34471
352-867-5005.
richard.sandy@genworthrr.com This e-mail address is being protected from spambots. You need JavaScript enabled to view it
The opinions expressed in this article are solely those of the author.
Investment and insurance products distributed by Genworth Financial Securities Corp., member FINRA/SIPC and a licensed insurance agency (dba Genworth Financial Securities and Insurance Services in CA); investment advisory services are offered through Genworth Financial Advisers Corp., an SEC Registered Investment Adviser.
Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173 Phone 888-528-2987
Accounting and tax services provided solely through Abacus Accounting & Tax Service, Inc. which is not affiliated with Genworth Financial Services Corp or Genworth Financial Advisors Corp.
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