The Best Opportunity to Get Your Financial House in Order – Season 2: Episode 6

During normal times, it’s easy to put our financial lives on autopilot.  Our 401(k) contributions happen without us having to do anything, many of our bills are paid with auto pay, and once we’re set up with the proper amount of life insurance, health insurance, and maybe long-term care insurance, we tend to resort to a “set-it-and-forget-it” mode.

There are times, though, when we need to review what we have and make sure that it’s all still aligned with our goals.  And since our goals can change as life changes, it’s likely that you need to make some adjustments to certain assets.  This pandemic lockdown, which has given many of us more down-time than we ever have before, may be the best opportunity you’ve had in years to do just that.

Of course, needing to do it, and actually doing it, are two different things.  On this week’s episode of Managing Your Financial Future, we talk about the tools available to you that can make getting your financial house in order a lot less stressful.  We also answer some email questions that have come in over that past couple of weeks, reminding us all that there are normal financial issues that still crop up even during extraordinary times.

Important Information:

Insurance product guarantees are subject to the claims-paying ability of the issuing insurance company and are subject to their terms and conditions. Insurance products offered through Lucia Securities, LLC (CA Insurance Lic. #0H40817).

Long Term Care coverage policies and provisions may not be available in all states. Approval may be subject to the terms and conditions of the insurance company. Insurance product guarantees are subject to the claims-paying ability of the issuing insurance company and are subject to their terms and conditions.

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