While most of us are enjoying the summer weather, I find myself thinking about this past New Year’s Eve. Where were you on December 31, 2019? For many, it was a time to celebrate the end of one decade and start planning for a new one. But now that things have changed so drastically, it’s time to look at how our long-term goals may have evolved in only seven months.
Financial goals naturally evolve depending on our current situation. Take a moment to self-reflect on where you are today and where you want to go. Your goals may have changed for both the short-term and long-term, and you may even have new ones unexpectedly coming into focus.
I welcome the opportunity to discuss the evolution of your financial goals and how I can support you through your strategy. Please do not hesitate to contact me to set up a meeting.
Here are some articles I found insightful, I hope you enjoy them and I’d love to hear your thoughts.
A Step-by-Step Guide to Selecting Medicare Coverage
July 27, 2020
If you’re like most Americans, you’re getting a wonderful present for your 65th birthday:…
Higher Taxes Are Coming – Here’s How To Prepare
July 28, 2020
The huge government deficit and probable outcome of the November elections suggest higher taxes…
The Resilience Factor: How To Apply It To Improve Your Financial Life
July 27, 2020
Life is full of obstacles and adversities – some large, some small and others like the global pandemic have affected every facet of our lives…
We Looked At How The Stock Market Performed Under Every U.S. President Since Truman — And The Results Will Surprise You
July 23, 2020
Biden versus Trump. Some speculate that the future of the republic hinges on the outcome of the…
Video: What Happens to Parents If Kids Don't Go Back to School?
July 20, 2020
Brown University Professor of Economics Emily Oster discusses how parents can approach the…