New Year's Checklist
As changes in your life occur, are you adjusting your financial plan accordingly? We’ve put together this 10-point checklist of key areas of your financial life.
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.
Medicare Helpful Links and Resources
Please contact VWG Wealth Management if you need further assistance.
Surviving Spouse Checklist
Use this guide to stay organized during this difficult time.
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.
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.
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.
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.
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.
1919 Gallows Road
Suite 330
Vienna, VA 22182
Office: (571) 406-4700
Toll Free: (888) 335-9020
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