All Posts By

Julia McCormick

Dec 21
0

Future Thinking: What is your plan in the next 2-3 years?

By | Financial Planning | No Comments

For a moment, or at least an article, let us throw out the traditional long term outlook that financial planning typically addresses and discuss what happens with your financial life in the next 2-3 years. As all of us suffer through COVID-19 and hope for good news on the radio in the morning, spending some time doing proactive thinking regarding your finances could turn out to be one of your “successes” while we hunker down. Things You Need to Do Get relief – Accepting the relief that is offered is difficult for independently minded earners and business owners (especially those…

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Dec 21
0

Adapting Your Financial Plan: Advice for Change

By | Financial Planning | No Comments

Of course, some challenges are bigger than others. Divorce, loss of a loved one, changing jobs, retirement, etc. can radically change how we think about what we want now and in the future. If you are going through a transition here are a few nuggets to contemplate as you look through your financial plan (and life in general): Be proactive – The definition of “proactive” is “creating or controlling a situation by causing something to happen rather than responding to it after it has happened.” Start completing tasks that will help you down the road (i.e. organize your financial life)….

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