Protecting Your Health and Wealth During Difficult Times (03/15/2020)

The coronavirus has brought into sharp focus the fact that our health is even more important than our money. Well managed finances complete with strong savings programs is of little value if we lose our health. That is why, at Allison Spielman Advisors, we are taking action to protect both your health and your wealth.

Protecting Your Health and Wealth During Difficult Times

The coronavirus has brought into sharp focus the fact that our health is even more important than our money. Well managed finances complete with strong savings programs is of little value if we lose our health. That is why, at Allison Spielman Advisors, we are taking action to protect both your health and your wealth.
Specifically we are:
  • Suspending all in-person meetings. Pavla will be contacting those of you who have in-person meetings scheduled to set up Zoom meetings instead. She has been in the process of contacting several of you to schedule review meetings. This will continue with the offer to do Zoom meetings.
  • We are working from home for the most part. To accommodate those who may have information to drop off at the office, we are setting up a rotating schedule to assure someone will be in the office each day.
  • We are reviewing all portfolios to look for tax-loss harvesting opportunities.
  • We are reviewing all portfolios to look for buying opportunities that typically arise during market downturns.
  • We are communicating with our portfolio management partners such as Dimensional Fund Advisors and sharing important communications from them.
  • We are in dialog with our colleagues to share our best thinking about protecting our clients assets while finding the opportunities that present themselves during turbulent times.
At this time we want to be especially responsive to your questions and concerns. Please feel free to call or email us.
Sincerely,
Thom Allison, CFP®
(425) 889-7848 x6

tallison@allisonspielman.com | Send me a secure file

 

 

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Financial Satisfaction Survey

 


Directions: The statements below will help you to think about and assess how satisfied you are with many aspects of your financial life. Indicate your level of satisfaction for each statement with stars.
(1 star = "Not Satisfied", 3 stars = "Moderately Satisfied", 5 stars = "Very Satisfied")

I am satisfied with...

1. ...with my ability to meet my financial obligations

2. ...with the income my current job or career provides me.

3. ...with my spending habits.

4. ...with the level of debt I carry.

5. ...with the “extras” that I am able to buy for myself and/or loved ones.

6. ...with the level and quality of insurance protection I currently have.

7. ...with the amount of money that I save and invest on a regular basis.

8. ...with my current investment choices.

9. ...that I am on track to build a sufficient retirement nest egg.

10. ...with the level of employee benefits I receive.

11. ...with my style of personal bookkeeping and financial record management.

12. ...with my ability to provide financial help to family members.

13. ...with my estate plan.

14. ...with my level of charitable giving.

15. ...with the level of financial education I have attained.

16. ...with how I respond emotionally to my personal finance issues.

17. ...with my ability to communicate about my financial matters.

18. ...with the feelings I have about my money life.

19. ...that financial issues do not cause stress or strain in the relationships that are important to me.

20. ...with the working relationships I have with my financial service providers (i.e., insurance agent, banker, broker, financial planner, accountant).


© 2002 - 2018 Money Quotient, Inc. All Rights Reserved. This document is available via licensing arrangements with Money Quotient and is protected by federal copyright law. No unauthorized copying, adaptation, distribution, or display is permitted - moneyquotient.org.

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Life Transition Survey

 


Directions: In each section, select the transitions that you are currently experiencing and those you are likely to experience in the future. In addition, check transitions in the short to mid-term and long-term columns that you either hope to experience or anticipate with concern.

Work Life Transitions

1. Change in career path:

2. New Job:

3. Promotion

4. Job loss

5. Job restructure

6. Education / retraining

7. Sell or close business

8. Transfer family business

9. Gain a business partner:

10. Lose a business partner:

11. Downshift / simplify work life

12. Sabbatical / leave of absence

13. Start or purchase a business

14. Retire:

15. Phase into retirement

16. Other


Financial Life Transitions

1. Purchase a home:

2. Sell a home:

3. Relocate:

4. Purchase a vacation home / timeshare:

5. Re-evaluate investment philosophy:

6. Experience investment gain:

7. Experience investment loss:

8. Debt concerns:

9. Consider investment opportunity:

10. Receive inheritance or financial windfall:

11. Sell assets:

12. Other:


Family Life Transitions

1. Change in marital status (marriage):

2. Change in marital status (divorce):

3. Change in marital status (widowhood):

4. Expecting or adopting a child:

5. Hire child care:

6. Child entering adolescence:

7. Child with special needs:

8. Child w/pre-college expenses:

9. Child going to college:

10. Child getting married:

11. Empty nest:

12. Family special event (Bat/Bar Mitzvah, anniversary party, trip):

13. Helping and/or gifting grandchildren

14. Concern about aging parent

15. Concern about health of spouse/partner or child:


Legacy Life Transitions

1. Increase charitable giving:

2. Give special financial gifts to children/grandchildren:

3. Give parental pension (monthly stipend):


© 2002 - 2018 Money Quotient, Inc. All Rights Reserved. This document is available via licensing arrangements with Money Quotient and is protected by federal copyright law. No unauthorized copying, adaptation, distribution, or display is permitted - moneyquotient.org.

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