Mid-Year Financial Review: Are All the Pieces of Your Financial Future Aligned & On Track?

As we reach mid-year, now is a prime opportunity to reflect and make informed choices to finish 2021 on your terms, with all the pieces of your financial plan are working together cohesively toward your goals.
From a rapidly evolving tax and legislative landscape to market volatility and low interest rates, there is no shortage of obstacles facing investors today, particularly at and near retirement. The aftermath of the SECURE Act and CARES Act has left many retirement savers facing complex questions. With the elimination of the stretch IRA, estate plans require review if not major updates. Continued growth in a handful of the largest tech companies dominating the S&P 500 may mean your investment diversification needs attention. And with the potential for healthcare emergencies continuing to stay top-of-mind, ensuring you and your loved ones have accurate power of attorneys, designated beneficiaries and appropriate insurance coverage in place are all essential, timely conversations.
Add to all this the personal “new normal” we are all continuing to define; from job changes to healthcare crisis to divorce—each major life transition requires urgent and thoughtful considerations for adapting your comprehensive financial plan. Let’s connect for a 20-minute call to discuss how we can be of help. Contact us at (661) 297-7566 or visit www.PiersonWealthManagement.com.
Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Pierson Wealth Management is located at 28368 Constellation Rd., Ste. 396, Santa Clarita, CA 91355. CA Insurance Lic# OC92500.