We’ve probably spent the last few months clearing out our basements and garages. Our closets are cleaned out and items have been donated to a local nonprofit. The pandemic has changed how we have spent the summer. Vacation plans were changed, working from home has lost its appeal and we’re either down 10 pounds or gained 20 pounds. One of the things you can do that will benefit your financial health is to review your various retirement accounts. How are you tracking those and managing the funds? We have noticed that often times clients lose track of a small retirement fund and it may take weeks to figure out how to access those funds. Do you need someone to help you make sense of the numbers? We offer a free consultation. Please feel free to email to schedule a free consultation at [email protected]
We look forward to talking with you soon.