While at a local coffee shop, I noticed a fun message on the tip jar:
“Afraid of Change? Leave It Here.”
The older we get, the more change we must deal with. In the immortal words of David Bowie: Ch-ch-changes, pretty soon now you’re gonna get older, time may change me, but I can’t trace time.
We’ve all had to experience some major changes over the past few months. And although picking up dinner from our favorite restaurant is enjoyable, what we really look forward to is the day when we can enjoy having dinner inside that restaurant, complete with face-to-face interaction.
When it comes to financial advice, one of the most important questions to ask is this: What do I need to do differently?
For instance, are there changes that could improve your tax situation? What level of investment risk is appropriate for your accounts? And what is the rate of return you’ll need to achieve your goals?
We live for those conversations at Money & Clarity. We enjoy giving you personalized service, evaluating your investments, your financial goals, and giving you real options. Give us a call at 513-563-PLAN (7526) or book online for a complimentary portfolio analysis. We’ll determine if it’s time for any changes and guide you through it.
You may not be able to enjoy fine dining at your favorite restaurant just yet, but after meeting with us, you’ll want to book a table when they’re open again. Because it will be time to celebrate!
Nikki Earley, CFP® & Dan Cuprill, CFP®
P.S. To learn the steps you can take to protect and even capitalize on recent investment volatility in light of COVID-19, check out my webinar.