Who could have predicted all the different kinds of risks we’d face today. As we add in the aftermath of COVID-19, what other futures concerns should we be planning to mitigate?

Today’s Financierge takes on these ever-changing realities of risk that affect our money, our family, our businesses, and everything in between.

Do you have a plan to manage the many risks you will face in this life? Well, fortunately for you and yours, this very issue is a large part of the advice your financial advisor is trained to provide you.

In my business, this area of practice is called Risk Management.

Links mentioned in this episode:

• https://thefinancierge.com
• https://thebahnsengroup.com

In this issue of The Financierge, we are going to provide a refresher on some estate planning basics, talk about the impact the 2020 elections could have on tax and estate planning, and offer some proactive planning steps you might want to consider before the end of the year.

Links mentioned in this episode:

• https://thefinancierge.com
• https://thebahnsengroup.com

If you are new to Financierge, our purpose is to reflect the diversity of services and thought leadership we provide. Not only do we guide you through all the phases of wealth management, but we also do so in a context that is holistic and comprehensive. We devote as many resources to being consultative planners, as we do to being quality investment managers. To this end, the Financierge provides perspectives across all the services we provide including investment solutions, financial and retirement planning, accounting, tax, risk management, insurance, estate planning, charitable planning, real estate, business consulting, and family and lifestyle management.

Links mentioned in this episode:

• https://thefinancierge.com
• https://thebahnsengroup.com

In this episode of The Financierge we discuss estate planning – what it is, why it’s important, some ideas to keep in mind, and discuss with your private wealth advisor.

Links mentioned in this episode:

• https://thefinancierge.com
• https://thebahnsengroup.com