Planning For And Embracing Change

PDF: News Letter 2018-10-12

‘The only thing constant is change’ it’s a bit of a cliche saying, but it’s absolutely true. It’s October, and the leaves on trees across the country are beginning to change color, and before you know it, we’ll be celebrating the holiday season, and then the new year.

The fourth quarter is a good time to take a look back at your year. What you have accomplished, if you’ve experienced any setbacks, essentially what has changed in your life. And what changes you want before the end of the year, or for the next year and beyond.

When you embrace change, you embrace life’s possibilities. Your financial plan should evolve as well, to adapt to economic changes, the markets, and your evolving needs and goals.

Please feel free to share these articles with your friends and family. They are excellent conversation starters.