A recent Reuters article has already predicted “dislocation” to be the buzzword for 2021. And looking around at world events, it’s easy to see the strain on the economic “joints” everywhere — from healthcare concerns to politics and global affairs.
No one wants injury or dislocation, especially when it comes to their personal finances. So, what’s the best way to prevent it from affecting you? By being cautious in your approach, exercising good decision-making, and staying active.
Together we have crafted a personalized financial strategy for you, designed to help safeguard all of your “joints.” So you can approach this year head-on, confident and healthy — and most importantly on target to reach your goals. Let’s beat the buzzword.
Here’s the article I mentioned and a few others I thought you’d find interesting and informative. Read, share, and react — and let’s keep the connection and conversation going.
The Estate Tax May Change Under Biden, Affecting Far More People
Breaking views: Dislocation will be 2021’s Buzzword
6 Steps to Better Personal Finance
When to Tap Social Security: The Sometimes Surprising Answers
Last Minute 2020 Tax Planning You Can Still Do—In 2021