Happy December! We hope that everybody had a nice Thanksgiving - despite the fact that it probably looked a bit different than usual this year. I think we're all ready for this year to wrap up and to hopefully move on to better things for 2021. In any case, the end of the year brings us back to our annual call for folks to take some time to review their financial plans and make changes heading into the new year. With holiday festivities likely being a little toned down this year, it gives us a bit more opportunity to slow down and actually plan without being pulled in a million directions. If you've got questions or concerns as to whether you're set up to succeed in retirement, then feel free to reach out to us for a review to see if there's anything you could be doing better.
This month's The Wealth Report focuses on some of the economic and financial effects of the COVID pandemic. As much as I hate to include it, because I'm sure we're all tired of hearing about it at every turn, the pandemic is having real repercussions that warrant attention. If nothing else, it should open our eyes to the fact that we're never fully in control, no matter how much planning we do. In my opinion, that strengthens the importance of planning, because having a plan at least prevents some of the uncertainty that can be flung our way. Planning gives you a roadmap to prevent you from becoming totally lost when things veer off course. A level of uncertainty can be accounted for in a retirement plan to help you keep some control even when things feel like they're getting wacky in the world. And in today's world, even a small amount of stress taken off of our plates can go a long way.
Again, if you've got questions or concerns about your current retirement plan, then feel free to get in touch with us for a review. We are set up to work remotely if you're not comfortable meeting in-person for the time being. Also, if you have friends or family that are worried about their financial plans for the future during this time, then encourage them to reach out to us. We are here to hopefully provide a little clarity during this uncertain time. Just let us know if there is anything we can do to ease some of your concerns going forward.
Until Next Month,