Individuals
Making decisions as an individual, you have to make choices regarding:
- How to accumulate dollars for a Retirement Plan and in what kind of account or fund?
- If you move from one company to another through your life time - how do you move your money?
- With the Affordable Health Care Act in place, how do you acquire health care?
- While working does your employer have Group Disability Insurance or Group Life Insurance in place to assist you in paying bills if something happens to you?
- As a member of a family, have you put all of the appropriate documents in place for your family?
- Do you review all of your plans and documents at least every 4-5 years to make sure all are as you intend?
- When you approach Retirement you need to review all of your portfolio and begin creating a plan for that day. It is critical to do this ahead of the day instead of a couple months prior.
The best plan and best choices are done with quality information, time to review, discuss and select. Wyman Financial Solutions is here for all times.