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Month: March 2020

History in the Making

As I’ve said before, it’s one thing to read about history. It’s a completely different thing to live it. In two weeks, things have certainly taken a turn for the worse. As a financial planner, I’m still having conversations with folks, albeit via conference call, FaceTime or Zoom.

A Few More Thoughts On Current Events

In thinking about what to say regarding recent events, well, I’m as perplexed as everyone – I had no idea we were surrounded by experts on pandemics and how they work. If you ever need more “expert” information, well, just turn on the TV!

Your Saving Strategy

This month, we’re talking about saving. And washing your hands. But mostly saving! Yes, it’s still important to stay on track with your savings goals when the markets are wacky. More so, actually.

Keep Saving and Wash Your Hands

This month, our plan was to discuss the importance of, and encourage all of you to focus on saving, and how to best work toward your unique goals. But at the moment I think it’s more important to talk about washing your hands! (And yes, there is a right way to do it.)

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