Welcome to 2020

Welcome to 2020! We hope that you and your family had an enjoyable holiday season. Each New Year symbolically offers the opportunity to make a fresh start for everyone.

As always, our primary goal this year is to continue our tradition of helping clients achieve their personal financial goals. To make that process more efficient, please review the 2020 CHECKLIST in this letter and identify any of the items you anticipate you’ll need addressed this year. Then bring it to your next review or call us and we can help you plan accordingly.

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Why Should I Think About Retirement Planning?

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared.

And for those in their 40s and 50s, remember that it’s never too late to start saving for retirement. The most important thing is to just start.

Here are some tips for getting started:

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