Happy New Year! And here's to hoping that 2021 doesn't throw us quite as many curveballs as 2020 did. As we do every January, we won't throw too much information at you, because we know that you've already got a lot on your mind. We just want to remind you that the new year is a good time to take a look at your financial plans to figure out whether you've got any tidying up to do in order to keep things in line with your long term goals. If you've got questions or concerns - no matter how big or small - please don't hesitate to reach out to us for some advice. We're here to help however we can.
This month's The Wealth Report focuses on taking the new year as an opportunity to assess your current finances when it comes to preparedness for retirement and making any changes to be sure you're on track for success. Some of the things to consider are income needs in retirement, income sources in retirement, and investment strategies as you approach/enter the retirement stage of your financial life.
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 these uncertain times. Just let us know if there is anything we can do to ease some of your concerns going forward.
Until Next Month,