Questions You Should Be Asking Yourself Regarding Finances.

❓ The Big Questions You Should Be Asking | Purpose Driven Finances

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📅 Aired February 15, 2025

Over the past five weeks, we’ve been walking through the top questions every prospective client asks — from Fiduciary responsibility to Fee-Only advice, Account Monitoring, and Financial Planning. Each week, we’ve provided a free resource on the Servus Capital Management blog to help guide you further.

This week, we shift from advisor-driven questions to the questions you should be asking yourself.

We begin with a portfolio check-in:

• Gold and silver have been on a tear, though Friday brought some setbacks 🪙
• The U.S. dollar is breaking down, with notable correlations:
• • Gold: -0.65
• • S&P 500: -0.84
• • Commodities: -0.60
• The outlook for the next two months: a mix of opportunity and weakness depending on where you’re invested 📉📈

Then we ask the tough but important questions in financial planning:

• How much should I safely spend from my assets in retirement?
• Should I pursue divorce, or work on my marriage from a financial perspective? 💔❤️
• How much life insurance coverage do I really need?
• Is long-term care (LTC) insurance important for me and my family?

These are the real-life questions that shape not just your portfolio, but your future security and peace of mind.

📞 Call Allan at 434-316-0246

🌐 Visit: www.servuscm.com