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VWG Checklists

Year End Tax, Retirement, Estate and Gifting Planning Checklist

A checklist of topics and specific strategies follows. VWG urges you begin to address these items now. VWG is here to help, please reach out if you have questions or need assistance.

View the Checklist

Medicare Helpful Links and Resources

Please contact VWG Wealth Management if you need further assistance.

Read Now

Surviving Spouse Checklist

Use this guide to stay organized during this difficult time.

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Estate and Trust Planning Guide

VWG Wealth Management is happy to help with your estate planning needs. Please reach out to your financial advisor if you need guidance.

Plan and Review

Spring Cleaning Checklist

VWG urges everyone to use Spring as a catalyst to do an annual review and organization of certain financial records and issues. We are here to help, please reach out if you have questions or need assistance.

Review and Organize

What to Keep, What to Shred

They say that spring is the time for renewal, an opportune time to discard the spent and unwanted, allowing new growth to emerge. VWG Wealth Management couldn't agree more, especially as it pertains to organizing and pruning your personal and financial records.

Record-Keeping Refresh

Identity Theft Victim

Correct steps to take if your social security or other personal information has been stolen or compromised. Please contact VWG Wealth Management if you need further assistance on how to protect yourself should you be a victim of identity theft.

Protect Yourself

Financial Affairs Checklist

VWG prioritizes planning – whether it is saving for college, planning for retirement or preparing your financial affairs in the event of a tragedy.

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Contact VWG Wealth Management

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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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