February 2020

February has a lot going for it, from Punxsutawney Phil and the Super Bowl to a favorite holiday celebrating love and romance and maybe even that much anticipated warm-weather getaway (if you live where it’s cold and winter is really beginning to stretch). Unsurprisingly, February also has a lot to offer when it comes to planning opportunities. For example, it's the perfect time to tie up certain start-of-year loose ends and also begin looking farther ahead. Consider taking the month to finish any annual to-do items left over from January and then lay the groundwork for any events on the horizon, like tax season.
DOES YOUR FINANCIAL PLAN NEED ATTENTION? TRY THIS
If you happen to be on the verge of abandoning your New Year’s resolution right around now, take the opportunity to get back on track. If it’s really your financial goals for this year and beyond that require attention, February is a perfect time to address some important planning items with your wealth advisor. Read the full article .  
THE SECURE ACT AND STUDENT LOAN REPAYMENTS: THE GIFT OF OPTIONS
Tucked away in the SECURE Act are new rules that expand the way 529 plans can be used. If your family is saving for college or still paying off student loans, learn how these changes offer some far-reaching planning opportunities that you might want to consider. Read the full article
THE PROMISE OF A NEW CAREER: UNDERSTANDING THE FINANCES OF YOUR NEW JOB
Congratulations! You’ve landed a new job. But whether you’re stepping into a similar role just at another company or embarking on a completely new career, understanding some beyond-the-salary financial implications of your new gig can make the switch a lot easier. Read the full article .
TIME MANAGEMENT IS ABOUT MORE THAN LIFE HACKS
Think of time management as a decision-making process that structures, protects and adjusts your time to changing environmental conditions. Read how mastering three particular skills – awareness, arrangement and adaptation – can lead to greater success in managing your priorities. Read the full article .
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