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Covid-19 has delayed many dream vacations, family reunions, and road trips this year. But as we all navigate the space between things we can do, things we can’t do, and things we still want to do in the future, there’s an opportunity to reflect on the bucket list goals that are truly important to us.
So much of our focus this year has been on Covid-19 that you might have missed a major milestone that we passed recently. We are now less than 100 days away from what promises to be a very contentious and impactful presidential election. The economic side of the debate has started to take shape now that former Vice President Joe Biden has released some new tax proposals.
Whether you’re about to wrap up a successful engineering career or prepping one last entrepreneurial sale, you’ve developed a wide variety of professional skills over the decades. Many seniors resist retirement because they don’t realize just how valuable and useful those skills still are once they do retire.
On today’s show, we talk about how to make sure “pay to play” scenarios aren’t impacting your financial planning. We also discuss some important questions you should ask potential advisors to make sure your best interests are protected.
When it comes to investing, I believe success begins with developing a long-term perspective. Many of the clients I’ve worked with started with nothing, but they’ve saved and lived within their means over the years.
Back when we were all living in quarantine, many of us saw celebrating the 4th of July as a short-term goal. If we all did our part to keep ourselves and our communities safe, maybe fireworks, parades, and backyard BBQs could mark the return to normalcy we were all craving.