Regier Carr & Monroe LLP CPAs logo

 

4801 East Broadway Blvd, Suite 501

Tucson, AZ 85711

 

Phone: 520-624-8229

 

Website: rcmtucson.com

Website: rcmllp.com

 

FacebookTwitterLinkedIn

July 2020

Time To Regroup

Time To Regroup

Many of us may have avoided looking at our investment portfolios after the major economic disruption brought on by the closure of non-essential businesses. However, as you recover from shell shock, its important to review your financial situation.


INVESTMENTS
Financial market volatility can throw off asset allocation, so your portfolio likely needs some finetuning. Make sure you’ve allocated the right type of investments with the timing of each goal including short-term, mid-term and long-term. Also consider your tolerance for risk and diversify among asset classes.


TAXES
As Tax Day for 2019 comes and goes, talk to your tax advisor about any potential changes you should consider for the coming year. It’s not too late to alter your strategy in order to lower your 2020 tax obligation.


INSURANCE AND ESTATE PLANNING
The COVID-19 crisis has made us all highly aware that our lives can change in an instant. Maybe it has motivated you to finally draft a will (see Must-Have Documents article) and address any other estate planning needs you may have. It is a very loving thing to do for your family. Now is also a good time to review all of your insurance coverage, which may need adjustments if you’ve experienced major life changes.


SUBSCRIBE

Enter your Name and Email address to get
the newsletter delivered to your inbox.

Please include name of person that directed you to my online newsletter so I can thank them personally.


CONTACT US

Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.