Plan For A Big Future

PDF: News Letter 2018-09-21

Hello,

As the summer wraps up this week, and we’re officially into fall, as students fall back into the routine of school, and work settles into its post-summer vacation patterns, a valuable question to think about is ‘what would need to happen for me to be happy for the next three years?’

 

We often plan for a far-off future, when we retire for example. But thinking about a happy, bigger future within a shorter period like three years can help us to set not only exciting, but achievable goals and plan for how to get there.

 

We’re faced with many predictions about where the markets and the economy will go in the future. Whether it’s trade and tariffs, interest rates, or other government policies. No one knows for sure, and it’s impossible to time these kinds of things. A well-crafted financial plan that considers where you want to be in three, or thirty years, can help you weather economic and market changes to achieve your goals.

 

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