Spring is here, which means many of you are preparing for the beginning of the summer. Some are planning trips and vacations, while others are “spring cleaning”, organizing the house, deciding on what is staying and what is going. However, now that tax season has come to an end, many of you are neglecting your finances.
How well do you know your investment allocation or the specific stocks, bonds, funds and insurance products you own? Do you know your net worth and liquid net worth? Do you have a mechanism to track your finances? Do you have the ability to call one phone number to get these answers? If you replied ‘No’ to any of these questions, then it is time to let RMR Wealth Management organize your financial house!
RMR Wealth Management has the capability to take all aspects of your financial life and organize them in one place, both the assets that are managed internally and the outside assets that you hold with other custodians. We can establish key alerts, track performance of every account, and consolidate, manage and oversee all of your positions and balances in real-time. Best of all, you are able to access all of your activity history, account balances and year-end tax information by accessing the RMR Wealth Management iPad App.
It all starts with a solid foundation. Having a sound financial plan is essential, and executing the plan is critical; however it is only half the battle! It is vital to stay updated and have the ability to continuously monitor your plan. We at RMR have the tools necessary to keep you well organized and educated so you can make the best possible decisions.
Please contact John J. Fiorito at 212-785-4377 x224 to schedule an appointment for your financial spring cleaning.
John J. Fiorito
Securities offered through Dinosaur Securities, LLC Member FINRA, SIPC, NFA.
Pursuant to the requirements of the Internal Revenue Service Circular 230, we inform you that, to the extent any advice relating to a Federal tax issue is contained in this communication, including in any attachments, it was not written or intended to be used, and cannot be used, for the purpose of (a) avoiding any tax related penalties that may be imposed on you or any other person under the Internal Revenue Code, or (b) promoting, marketing or recommending to another person any transaction or matter addressed in this communication. RMR Wealth Management, LLC does not provide legal, tax, or estate-planning advice. For questions about a specific situation, please consult a qualified adviser.