Is Your Plan Facing Imminent Disaster?

<p class="BodyA" style= "margin-bottom: 0in; mso-pagination: none; mso-hyphenate: none;"> <span style= "font-size: 14.0pt; line-height: 107%; font-family: 'Arial',sans-serif;"> Let’s talk about some of the areas of your financial life where disaster might be right around the corner. </span></p> <p class="BodyA" style= "margin-bottom: 0in; mso-pagination: none; mso-hyphenate: none;"> <span style= "font-size: 14.0pt; line-height: 107%; font-family: 'Arial',sans-serif;"> Too many people are walking around with no documents, or documents that are in desperate need of an update. Don’t let this be you. As always, if you have questions about retirement or investing, feel free to reach out to us for help.</span></p> <p class="BodyA" style= "margin-bottom: 0in; mso-pagination: none; mso-hyphenate: none;">  </p> <p style="margin: 0in; mso-hyphenate: none; background: white;"> <strong><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: Arial; color: black; mso-color-alt: windowtext;"> Here is some of what we’ll discuss on today’s show:</span></strong></p> <ul> <li style="background: white;"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: Calibri; color: black;"> Out of date legal documents <strong style= "mso-bidi-font-weight: normal;"><em style= "mso-bidi-font-style: normal;">(0:39)</em></strong></span></li> <li style="background: white;"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: Calibri; color: black;"> Tax time bombs <strong style= "mso-bidi-font-weight: normal;"><em style= "mso-bidi-font-style: normal;">(8:54)</em></strong></span></li> <li style="background: white;"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: Calibri; color: black;"> The classic 60/40 portfolio <strong style= "mso-bidi-font-weight: normal;"><em style= "mso-bidi-font-style: normal;">(15:59)</em></strong></span></li> </ul> <p> </p> <p><span style="font-size: 14pt;"><strong>Get add