Top 10 questions to ask yourself in honor of Financial Planning Awareness Month:
1. Do I have access to cash for short-term emergencies without taking on debt?
2. If I’m nearing retirement, do I have 75% of my income needs met from guaranteed sources?
3. Do I have enough life insurance?
4. How much income would I receive if I couldn’t work because of a sickness or injury?
5. When does my life insurance cancel?
6. Does my retirement portfolio have enough exposure to asset classes other than the big U.S. companies?
7. Am I comfortable with who will be managing my assets for my family if I’m not around?
8. Am I spending enough money to enjoy life today based on what I value the most?
9. Is it possible that I can retire sooner than I thought?
10. Do I have any assets that should be owned by a trust instead of owning them in my name?
CoreFit Financial - Northwestern Mutual
Comprehensive financial planning advice to help you live your best life…TODAY and tomorrow
07/16/2024
We’re thrilled to once again receive recognition from Forbes for being one of the Best-in-State Financial Security Professionals. Congrats to our Founder, Michael Bush, for receiving the honor. We appreciate the trust our clients place in us and look forward to serving them for many decades to come.
03/30/2024
Big Shoutout to CoreFit Financial - Northwestern Mutual!
🎉 We're thrilled to announce that CoreFit Financial's unique challenge of a 48-hour fasting to boost physical fitness has not only brought incredible health benefits but also raised a whopping $3,000! 🏋️♂️💰
🏀 And what better way to celebrate this achievement than with a March Madness kick-off! 🎉 Thank you, CoreFit Financial - Northwestern Mutual, for your dedication to improving health while supporting JA of Kentuckiana! 🙌
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03/15/2024
Marcus Aurelius said it best. We shortened it to “spend life living.” Enjoy the day!
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140 Whittington Parkway
Louisville, KY
40222
03/20/2024