Welcome to the Weekly SUMmary - 01/08/2021

“The only constant in life is change”-Heraclitus

As we begin 2021, this statement comes to mind with so much change in the last year. The way we work has changed. The way we transact has likely changed (how many checks do you write compared to even 10 years ago?) The way we commute has changed (do you still go into an office? If so, as frequently as even one year ago?) The way we communicate (Is anyone else tired of screened phone calls [primarily due to the robo calls we all receive 5 times a day] or those people that you text and it takes them 3 days to get back to you? "Your phone is likely in your hand when you receive that text...")

The reason I bring this up is that we should constantly be trying to better ourselves. This could be through a variety of options. Clearly the one that I am most involved with is your financial situation. I know I harp on this, but plan for your finances. Another quote, "If you fail to plan, you are planning to fail," Benjamin Franklin, is quite appropriate given my previous comments about time spent vacation planning vs financial planning (New Years Resolutions Blog).

Regardless of the news through the past few months, history has proven that the markets don't care what is happening in politics (view the recap of a previous event 2020 US Presidential Election - 10 Truths No Matter Who Wins). People still need to transact. Commerce will happen. If not, we have bigger problems. With that said, I urge everyone to keep a level head, and take even a few minutes to consider what 2021 will hold for their financial future. Will you choose to make positive change, or "roll with the punches," whatever they may be?

I've gone through the financial planning process in previous blogs (National Retirement Security Week Blog). I'd be happy to help, but just because you found this message here, we are friends, or family, there is no obligation, use your browser to search for ways to better your financial situation this year. That is what is most important.

With this said, I will continue hosting webinars on the fourth Wednesday of every month (except Nov [third Wednesday] and Dec [no webinar]) that will focus on ways to either plan for your future or handle the current environment, political, economic, or otherwise. Find those links here SUM FSG Events.

Change is inevitable, the only thing we can do is adapt and plan for what we know is inevitable.

This blog is for educational purposes only and should not be considered official recommendations or advice. You should consult with a professional relating to your situation. (01/21)