By this point, it’s been said over and over again —2020 was an unprecedented year. And it’s true, starting with the onset of the coronavirus pandemic, to the economic crisis, market recovery, and now a light at the end of the tunnel with the rollout of vaccines across the world.
I’m looking forward to a new start in 2021, with fresh optimism that in due time, we will see the end of the pandemic. That doesn’t mean that we can forget about the hardships and losses of 2020, but perhaps we can learn from them.
As we enter into the new year, I want you to ask yourself why. This year, you may have made decisions about your financial strategy to react to market volatility or other external factors such as a job loss. But this year, start by asking yourself why you spend, save, and invest. Look at your motivations without judgment. Asking yourself why is the key to building financial success.
As always, I’m here to help you understand your why and use it to build a financial strategy that can help you pursue the true goals behind how you spend, save, and invest.
Here are some articles that I found inspirational. Enjoy the reading—I’d love to talk about what you think.
Thank you for your support over the past year, and I wish you a happy, healthy, and successful 2021.
Checklist 2020 Planning Follow Through: You Have More Work To Do
Dec. 29, 2020
2020 estate planning was a wild ride! Throngs of wealthy Americans had their advisers assist them with all types of planning…