You’ve probably heard us say when we call you for your regular client meetings that we want to see you and your spouse together. This isn’t just to make scheduling more difficult – we know how busy everyone is, especially in the summer months! – it’s because we want to build relationships with you and your spouse as a couple for many reasons.
Before we close out the first month of 2021, I wanted to take the time to go over a few logistical reminders, and cover a few things about what to expect when working with our team. We’ve made a few staff updates and additions, and I also want to remind you which mailers require your attention and which ones are less urgent.
In the coming weeks, depending on what state you live in and who your governor is, you may or may not be making plans to gather with family during this holiday season. Regardless of whether you’re staying home or heading to see loved ones for a little Christmas cheer, this is a perfect time to review the beneficiaries named on your accounts. (You know, in case of any bad thanksgiving turkey…) It’s also never a bad idea to think about and review any changes in your life that might trigger the need to update your legal documents, life insurance coverage or retirement accounts.
To say 2020 has been a record year of people saying “I can’t believe that just happened!” would be an understatement. I think we can all agree on that! But the feeling I get from conversations these days that there’s a lot of uncertainty out there. With my OCD personality, when things get uncertain, I tend to hunker down and focus on what I can control.
Labor Day typically cues up the start of the fall work season at the Family Financial Partners office, as we review the performance of financial plans and portfolios for our client families. In addition, this is the time when we review employee benefits with our client families, as many of you are receiving your renewal packets. If you’re self-employed and think this newsletter isn’t for you, simply skip down to where you see “self-employed” in bold.
We’re more than half-way through the crazy year that is 2020, and despite the unpredictable nature of everything we’ve experienced, it’s still important to check in with your goals and progress as we had into the latter part of 2020. Life may look a little different, but life is going on, one way or another.
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.
If you’re a W2 employee working from home for the last month-plus, you might be worrying more and more about unemployment as time goes on. Uncertainty can drive just about anyone crazy.
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.
Representatives are licensed to offer insurance and annuity products in CO, FL, GA, IN, KY, MA, MD, MI, MN, MO, MS, NH, OH, 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, OH, PA, SC, TN, TX, WA, and Washington DC. 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 O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor.
