“I wisely started with a map, and made the story fit.” — J. R. R. Tolkien, author of The Lord of the Rings
I’ve been hearing a lot of discussion recently around 2021 roadmaps. It seems every company is showcasing one or is building one right now. And I understand why. It’s easy to feel knocked off course after the events of last year.
What’s the best way to regain direction and control when you feel lost and uncertain? Check the map.
You and I have already crafted a financial roadmap. Your roadmap is your strategic plan that defines goals and desired outcomes and includes the major steps needed to reach them.
And if you decide you want to change course, or if market movements necessitate, we can always take a minute to review, rebalance and redraw your roadmap, to get you on track to pursuing your goals.
Here are some articles I found insightful from this week. Enjoy them, feel free to share them, and please reach out with your thoughts or questions. I look forward to hearing from you.
With Higher Taxes Possible, Here’s What to Do Now
Jan. 26, 2021
President Joe Biden has already made clear his tax priorities. His proposed $1.9 trillion…
15 Personal-Finance Lessons We Can All Learn From the Year of Covid-19
Jan. 25, 2021
Among them: You really do have to plan for emergencies, and your personal-finance decisions don’t…
Why You Should Stop Trying to Fix Yourself
Should Politics Play A Role In Our Investments?
Jan. 22, 2021
With a new administration just beginning, Commonwealth CIO Brad McMillan reflects on how he…
Counting on a Tax Refund or Stimulus Check? 5 Things To Know Before Filing Your Taxes.
Jan. 22, 2021
Along with the new context this year, there are some new rules and provisions. Here’s what to…