Jan. 11, 2022—Many people start off the year with a list of New Year’s resolutions, usually centered around health and personal improvement. This year, however, it may be wise to make an extra resolution to get your financial health in shape. In today’s podcast, Chief Wealth Strategist Alvina Lo shares the top six things you can do in the new year to maintain a healthy wealth plan throughout 2022 and beyond.
New Year’s Resolutions for your Wealth Plan
Hi, thank you for tuning in and welcome to our Emerald Planning GEM podcast series. GEM is an acronym for Get Educated in Minutes. We created this podcast series to help you address some of your most pressing planning concerns in a timely, concise, and actionable manner. I’m Alvina Lo, chief wealth strategist of Wilmington Trust’s Emerald Family Office & Advisory and your host for today’s show. Today I’m going to answer the question, “What is your New Year’s resolution for your wealth plan?”
Happy New Year! It’s 2022, and we’ve made it through another year of the pandemic. With any new year often comes a list of New Year’s resolutions, and while most of them typically center around health and personal improvement, I say, this year, make a resolution for your financial health. Use this time to make sure your wealth plan is in order and make that your New Year’s resolution this year.
To help you with this New Year’s resolution, I’m going to share with you today the top six things that I believe you need to have in order to have a healthy wealth plan.
I’m a realistic optimist. What does that mean? I hope for the best, and plan for the worst. I think it was Ben Franklin who said: Failing to plan is planning to fail. Don’t let that happen to you. Make this your New Year’s resolution and ensure that you’ve reviewed these top six items we talked about today so that you can have a healthy wealth plan going into 2022.
Thanks again for joining us today. I hope you found our GEM to be helpful. Please contact your Wilmington Trust advisor if you have any questions about how to implement a healthy wealth plan. We would be glad to help you. If you have a topic that you would like us to discuss on a future GEM, please let us know. Send an email to Emerald@wilmingtontrust.com. See you next time!
Wilmington Trust Emerald Family Office & Advisory® is a registered trademark and refers to wealth planning, family office and advisory services provided by Wilmington Trust, N.A., a member of the M&T family. Wilmington Family Office is a service mark for an offering of family office and advisory services provided by Wilmington Trust, N.A.
The information provided herein is for informational purposes only and is not intended as a recommendation or determination that any tax, estate planning, or investment strategy is suitable for a specific investor. Note that tax, estate planning, investing, and financial strategies require consideration for suitability of the individual, business, or investor, and there is no assurance that any strategy will be successful.
Wilmington Trust is not authorized to and does not provide legal or accounting advice. Wilmington Trust does not provide tax advice, except where we have agreed to provide tax preparation services to you. Our advice and recommendations provided to you are illustrative only and subject to the opinions and advice of your own attorney, tax advisor, or other professional advisor.
The information in this podcast has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. The opinions, estimates, and projections constitute the judgment of Wilmington Trust and are subject to change without notice.
Third-party trademarks and brands are the property of their respective owners.
What can we help you with today