Getting Your Financial House in Order

Wealth Strategy with Bryan Rigg

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7+ y ago 12:50

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Right now, with the New Year, we've had a lot of political change. We have had a lot of things going on in the world. This is a good time to be looking at your portfolios, seeing what changes you need to be making, also, looking at the instruments that you have right now at your disposal and questioning whether they are right instruments for working towards reaching your goals.

I would encourage many of you right now, with all your new years' resolutions, to be looking at one thing in particular, and that is to make sure your financial house is in order. Quite often, I have found throughout the years, some of the things that are most important in life, we don't pay enough attention to, estate planning, making sure your wills are put together, make sure your power of attorneys are put together, a living will, health care surrogates.

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RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters.

Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

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