“If you don’t have your health, you don’t have anything”; how many times have you heard that saying? We are so fortunate to live in a country where we have access to quality health care when we need it. This allows us to go for regular physician visits to make sure our health is in good order. If something comes back not quite right, many of us will go see a specialist or perhaps get a second opinion. We get this second opinion to validate the diagnosis.
Your financial health deserves the same respect. You should be getting together with your financial team yearly to review your investment and estate plan. Laws change regularly and the financial markets change frequently. Don’t be afraid to get a credible second opinion, this will validate the health and success of your financial plan. Your loved ones will thank you.