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…
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…
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…
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…
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…