Your investment strategy and estate plan should keep pace as your views evolve.
Time changes our perspective on many things, including our finances. Perhaps you used to think that money would solve all your problems, or that you didn’t want to spend your time and energy thinking about your finances. You’ve lived, and you’ve learned.
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The COVID pandemic has affected everyone across the nation, from the largest cities to the smallest towns.[1] People are struggling with employment, schooling, and even the ability to buy essentials. In times like these helping your community is even more crucial.
If you are looking for ways to serve your community during the pandemic, below are a few ideas worth considering.
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As your retirement draws closer, you will probably start to have lots of questions such as:
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