You may be getting overwhelmed by all the covid-19 news. It’s everywhere, and rightly so, the extraordinary pandemic has affected almost every aspect of our lives. None of us expected an economic upheaval spawned by a health crisis as the year began.

One thing that hasn’t changed is the value of our advisor-client relationship. My goal, especially during the pandemic, is to support your financial goals and to help give you the peace of mind that comes from being proactive, instead of reactive when circumstances change.

For example, the pandemic has emphasized the importance of estate planning. Having a will and a power-of-attorney in place is a key part of protecting your family and leaving a legacy. It’s just one of the ways I can help to guide you emotionally and financially through these complex times.

If you have any questions regarding your financial plan or what’s going on in the world today, don’t hesitate to contact me. Here are some articles I found insightful this week, I hope you enjoy them, and I’d love to hear your thoughts.

Is 55 Too Early To Retire? What You Need To Retire Early

July 21, 2020

Is 55 too early to retire? There are five top challenges which can make it hard for investors to…

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Solo Roth 401(k) Gives Self-Employed Business Owners A Tax And Retirement Boost

July 19, 2020

Many self-employed business owners lament the fact that they do not have a corporate company…

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The Greatest Coronavirus Risks When You Fly

July 17, 2020

It’s one of the key questions for our economy, our family relations and our basic ability to break from the routine: Is it safe to fly on an airplane?

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Top 7 Reasons to Roll Over Your 401(k) to an IRA

July 17, 2020

Whenever you change jobs, you have several options with your 401(k) plan account. You can cash it…

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Will Stocks Survive Earnings Season Uncertainty? Almost Probably.

July 14, 2020

Earnings season is here, and it looks like a nail-biter. Will stocks rise because of a.) better-…

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