We can all agree that the pandemic created many unexpected events in each of our lives, and we’ve all had to figure out how to adapt. That means now is a good time to review how your needs may have changed, and if those changes have impacted the financial goals you previously set for yourself and your family. One way of doing that is to outline what your needs are today, and then decide what you think you need to do to prepare for tomorrow. Depending on your life stage and goals, and how the pandemic has personally impacted your life, you may need to plan for new, additional risks.
In a recent article published, it was stated that “61% of retirees said they wish they had done a better job planning for retirement financially.” Are you one of these people? Do you know someone who is? Call us, we’re always here to help you review your current situation and develop a strategy to help you prepare for tomorrow.