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.
As we went through quarterly meetings during the last few months of 2019, several questions came up over and over again. I personally believe that if you hear the same question five times, it might be a good idea to address it, but if you hear the same question 20 times, 200 more people probably have that same question and are too busy to ask.
Have you been procrastinating on any of your checklist items that need to be completed this year? (Remember that list we give you after your quarterly meetings..?) Do you have questions for us about checking any of these items off for 2019? Well, I’m lovingly reminding you that you have until about December 18 to bring them to our attention to ensure those things are taken care of by the end of the year.
December is here and means wrapping up your financial year as well as wrapping all those gifts. (You didn’t bust your budget, did you? No, neither did I….)
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