What’s Your Financial Playbook?

PDF: News Letter 2019-02-01

If the recent government shutdown has taught us anything, it’s the importance of having an emergency fund. A budget is a fundamental part of any financial plan and building in the flexibility to cover unexpected events can give you added confidence. Most of us, however, are not natural savers. It’s much easier to spend money!

There are ways to make building a savings and investing plan easier. It requires a playbook. The Super Bowl is on Sunday, and regardless of who wins that day, there is a lot that can be learned from teams and players that are at the top of their game.

Just as the Rams and The Patriots will follow a playbook to win the game, creating your financial playbook can guide you from where you are currently all the way to successfully meeting your short and long-term goals.  By defining your goals and developing a plan to reach them, you are ready to succeed.

We can work together to talk financial strategy and put together a playbook that works for you. Let’s get our game faces on, get organized, and prepare for victory!

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

This week’s articles are the following:

 

  • Article 1: I’m Not a Natural Saver. Here’s How I Manage to Do It Anyway.

 

  • Article 2: Following Your Financial Playbook To Victory

 

  • Article 3: The shutdown is over — for now. Here’s a financial plan to get workers back on track.

 

  • Article 4: Why the 2019 Tax Season Will Be a Mess — Even Without the Government Shutdown

 

  • Article 5: When Affluent Families Dig Up Their Past

 

  • Article 6: Super Bowl guide to sloth and gluttony

This is Matthew Greiner.

We are going to close out with a quote from the Warren Buffett, he said,

“Someone is sitting in the shade today because someone planted a tree a long time ago.”

Wise words on time and long-term investing.

From all of us here at the Greiner Group

“Have a good weekend!”