As we’re slowly coming out of the lockdown and things are settling into a new normal, I’ve been noticing changes around me in how the world works and how we humans are interacting with that world, and with each other. Today I wanted to share some of my observations, and also hear from you about the changes you’re observing.
One of the most interesting things about my job as a financial planner is that in the conversations I have with clients, I get to look in through the proverbial kitchen window and see how couples communicate. Now, I make it a practice never to throw any of my clients under the bus in my weekly newsletter. But there’s nothing that says I can’t throw my parents under the bus!
So, you’re finally planning on leaving the daily grind and putting your working days behind you – or are you..? As work-from-home orders continue in many professions, I’m hearing from more and more clients who were determined to retire on July 1, or December 31, who are now thinking they may not be completely out the door and done.
In normal times, May and June are when you see moving vans that signify kids moving out of their dorms and into summer apartments, and U-hauls picking up basement furniture that will now be the best piece in the place. This rite of passage has been short-circuited this year of course, but there are plenty of parents whose kids will be leaving home with a year or two.
*Representatives are licensed to offer insurance and annuity products in AL, AR, CO, FL, GA, IN, KY, MA, MD, MI, MO, MS, NC, NH, OH, PA, SC, TN, TX, WV, VA, and WA and are licensed to offer investment products in AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NH, NM, NV, NY, OH, PA, SC, TN, TX, UT, WA, Washington DC and WV. This website and its content are not intended for residents of other states. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through The O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor.
