Now’s the Time to Review Your Legal Documents

By Mike Switzer

Published March 7, 2017 at 4:54 AM EST

Because this is tax season, the first quarter of the year is always a good time to review your finances. But our next guest says that it’s also a good time to review all of your legal documents, like your will and power of attorney.

Mike Switzer interviews Chris Cabri, a certified financial planner with Ameriprise Financial Services in Greenwood, SC.

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Mike Switzer

After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.

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