The coronavirus continues to affect the economy, most recently with the U.S. Federal Reserve’s announcement that they plan to keep interest rates low for the foreseeable future and expect inflation rates to rise.

Is your financial strategy positioned to cope with these larger economic forces? Knee jerk reactions to short-term moves and turning your strategy upside down is probably not the appropriate course of action. The year has not gone to plan, but your strategy can.

September 21 was World Gratitude Day, we’re also wrapping up Life Insurance month. Think about what you are grateful for, and want to protect, and let that inform the short, mid, and long-term goals that make up your financial strategy. The rest of the year will bring even more change, and I can help you prepare for it.

Here are some articles I found insightful, and I’d love to know what you think about them.

Tax Strategies to Embrace, or Avoid, Before the November Election

Sept. 21, 2020

No one knows the outcome of the presidential race or how congress could adjust the tax code next…

Read More

How to Think Long Term With Near-Zero Rates

Sept. 21, 2020

America’s savers and borrowers face possibly harder choices than they did in the previous…

Read More

Working, Caring For Aging Relatives, And Raising Your Adult Children: How Covid-19 Hurts The Sandwich Generation

Sept. 18, 2020

80% of “Sandwich Generation” adults—those raising children while providing care for older…

Read More

Biden vs. Trump on the U.S. Economy

Sept. 17, 2020

President Donald Trump and former vice president Joe Biden offer a resoundingly distinct choice…

Read More

How to Navigate Covid Travel Restrictions

Sept. 18, 2020

In 1937, when AAA first offered TripTiks, their bespoke map booklets for crisscrossing the U.S…

Read More