Remember what it was like walking into school for the first time? There’s so much excitement and possibility in the air, and of course some nervousness-maybe even anxiety. That particular feeling of not knowing what to expect in September stays with you, especially this year as we mark 20 years since the Sept. 11 tragedy.
Amid all of the uncertainty this time of year, I’ve found that what helps quell anxiety is to focus on what is certain and what you can control. Now is a great time to check in with yourself. Take a deep breath and answer honestly:
- Are you where you want to be?
- Are your loved ones provided for?
- What can you do right now to improve or safeguard your future?
- Do you know your limits? That goes for tax withholding limits on your 401(k) or IRAs as well.
It’s best to take steps now so there are no surprises later this year. As always, I’m here to answer any questions about your strategy. These articles can also help you get in the right frame of mind for this time of year. I’d love to hear what you think. Let’s connect soon.