This week, SHP founders, Derek Gregoire and Matthew Peck CFP® welcome back Attorney Keith McManus, of McManus Estate Planning. Attorney McManus will give some tips about when to review and update your estate plan or trust. In the next segment, Derek and Matt, will share a couple of stories involving social security. It is important to have a plan for your social security because there could be strategies you may not be aware of when it comes to how, or when to take it. Finally, the guys continue the discussion on volatility in the market lately. They will share two ways to look at your portfolio and give it a stress test.
