Make Sure To Mark Your Progress

We’re two months into the new year and now is a great time to ask: how are your resolutions for 2021 holding up? Whether it’s regarding your health, your future, or family, it’s important to take a step back periodically, mark your progress and reward yourself for what you’ve been able to accomplish so far. 

And if you find yourself stalled, it’s still early enough in the year to reprioritize. There’s no better time than now to start fresh with a new goal.

Maybe you’d like to:

  • smartly invest that tax rebate or stimulus check
  • set aside more money for retirement or education
  • plan for a vacation (finally!)

I’d be happy to assist with any of these things — just reach out. Also, here are a few topical articles I thought you’d enjoy this week. Let me know what sparks your interest.

What’s New in the Third Covid-19 Stimulus Package?

March 9, 2021

A look at the Senate bill, which now goes back to the House for final approval before likely…

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Don’t Pay Tax Penalties on Money You Took From Retirement Accounts

March 9, 2021

Retirement savers need to pay close attention to their income tax filings this year because of…

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FAQ on Stimulus, Unemployment and Tax Rebates

March 8, 2021

President Biden signed the American Rescue Plan on Thursday, enacting a nearly $1.9 trillion pandemic relief…

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Should I Invest When The Market Is High? Dispelling The Buy Low, Sell High Myth

March 5, 2021

If you have a large amount of cash to deploy, the thought of investing when the stock market is…

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How Retirees Can Say ‘No’ When Adult Children Ask for Financial Help

March 5, 2021

Ask Encore: It is all right to sometimes decline to help the family financially. We also answer a…

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