A Critical Year For A Check-Up

It’s been said many times, but 2020 so far has truly been an unprecedented year. No one could have anticipated the huge changes that have happened to work, family lives, and the economy. That means a mid-year financial check-up is critical this year.

Your planning needs may have changed, and I can help you review your overall financial strategy, from your investment mix to your estate plan and your retirement contributions to help make sure you’re on track to achieve your long-term goals.

Bring your whole self to your planning – your hopes and concerns – and I can support you with the right information and advice for you and your family’s future. Let’s schedule a meeting at your earliest convenience.

Here are some articles that I found insightful this week – I hope you enjoy them, and I’d love to know their thoughts.

30-Year Mortgage Rate Reaches Lowest Level Ever: 2.98%

July 16, 2020

Coronavirus has upended markets around the world. Its effect on the 30-year mortgage is…

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Mental Resilience Can Help You Through the Coronavirus Pandemic; Here's How to Build It.

July 14, 2020

The brain naturally gravitates toward negative thoughts. Here are ways to steel yourself in rocky…

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More remote work, less travel, and a new appreciation for work-life balance: Here's how 34 CEOs at top financial firms are thinking about the future of investing, trading and banking.

July 14, 2020

The financial services industry has, for many years, been ripe for disruption..

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4 emotional hacks you can start using today to keep you sticking to your financial plan that could save you thousands

July 13, 2020

The best financial plan is one you can actually stick to from the beginning, so let’s consider…

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Americans Looking To Be Better Prepared Financially, Post Covid-19

July 9, 2020

With no one immune in this pandemic, many are looking to improve their financial behaviors and…

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