NEW ECONOMIC OUTLOOK
‣What areas of my personal financial plan should I
address?
• Investment allocation and strategies related to diversification
and risk tolerance
• Estate documents – Wills, Living Wills, Medical Powers of
Attorney, etc.
• Insurance needs – ranging from buy/sell funding to life and
Long-Term Care needs
• Closely held business and how to monetize for retirement needs
• Consider the needs of both children and parents
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