Are Your Finances In Order For The Next Pandemic?

Can you answer yes to these 5 questions?

1) Do you have enough in a rainy day emergency fund?

2) Do you have a plan for financial independence and how you are going to get there?

3) Can your retirement assets recover from an unexpected and costly event? 

4) Do you understand what types and amounts of insurance you should have?

5) Do you have a will or an estate plan to provide for your loved ones?

If you didn’t answer yes to all of them, don’t worry you’re not alone.  Getting your finances in order can be overwhelming for some, and a task others have put off because they just don’t have the time to address it. Oftentimes it takes something major and unexpected, like the COVID-19 pandemic we are currently experiencing, to become acutely aware of our own financial situation and specifically the things we have overlooked.  

Working with an advisor to create your financial plan will give you clarity for your financial future, and enable you to say yes to those 5 questions above with confidence. At Refresh Investments we understand that living your best life begins with your relationship with your money. If having a plan is important to you, the steps to get started are easy and we’d love to share our unique process with you. Click below to schedule a call with us.

The information provided in this article is for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Refresh Investment’s views as of the date of this presentation. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessary come to pass. Refresh Investments does not provide tax or legal advice. To the extent that any material herein concerns tax or legal matters, such information is not intended to be solely relied upon nor used for the purpose of making tax and/or legal decisions without first seeking independent advice from a tax and/or legal professional. Refresh Investments has obtained the information provided herein from various third party sources believed to be reliable but such information is not guaranteed. Certain links in this site connect to other Web Sites maintained by third parties over whom Refresh Investments has no control. Refresh Investments makes no representations as to the accuracy or any other aspect of information contained in other Web Sites. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. Refresh Investments is not responsible for the consequences of any decisions or actions taken as a result of information provided in this presentation and does not warrant or guarantee the accuracy or completeness of this information. No part of this material may be (i) copied, photocopied, or duplicated in any form, by any means, or (ii) redistributed without the prior written consent of Refresh Investments.