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:…

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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…

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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…

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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…

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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…

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