March 2024: Your Money Matters

March 2024: Your Money Matters

February 29, 2024

This month’s Your Money Matters newsletter contains helpful information about the importance of selecting a trusted contact, a humorous infographic for determining your risk tolerance, preparing for future health issues, and tips for managing an inheritance. If you have questions, don't hesitate to reach out to us for answers.


  Who is your trusted contact?  This investment account question is vital and should be answered as early as possible. 


  You Would Rather Be...  ´╗┐Are you a thrill seeker, or content to relax in the backyard?  Use this flowchart to find out more about your risk tolerance.



  Preparing for the Expected  You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.


  Managing an Inheritance´╗┐  A windfall from a loved one can be both rewarding and complicated.